Michael
Mais, CFA®
Investment Strategist
Michael Mais has been in the financial industry since 2012. Before working with Pacific Coast Capital Management, Michael worked as a Client Service Associate and Wealth Strategy Associate at UBS, and a Portfolio Administrator at Wells Fargo Advisors/Financial Network. He earned a Bachelor of Science degree in Environmental Economics and Policy from the University of California, Berkeley.
He strives to provide a positive experience for both clients and colleagues while maintaining the high standards he set for himself as relates to portfolio management and investment philosophies. Michael currently holds his Series 7, Series 66 Registrations through LPL Financial California Life and Health Insurance License. In addition, Michael achieved the Chartered Financial Analyst (CFA®) designation.
Michael and his wife, Sara, live locally in the Naples area of Long Beach, close to where both were born and raised. In his free time, he takes advantage of the proximity to the ocean by consistently swimming, paddle boarding, and playing beach volleyball, along with hiking and golfing around the Southern California area.
CA Insurance License # 0I26619