Michael Ginsberg, financial advisor Walnut Creek CA

Michael Ginsberg

CRD Number: 5560169
Current Firm: Ginsberg Financial Strategies

Michael Ginsberg (CRD# 5560169) is an Investment Advisor Representative working at Ginsberg Financial Strategies in Walnut Creek, CA and has over 15 years of experience in the finance industry. Michael Ginsberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
East Bay College Planning Walnut Creek, CA Sep 2013 - Current 10
Michael S. Ginsberg, Cfp, LLC Walnut Creek, CA Mar 2012 - Current 12
Insurance Agent Walnut Creek, CA May 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Michael S. Ginsberg
Phone Number: 925-287-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $117,937
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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