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Michael Halper (AWMA, CBDA, CDAA™, CFP®, CRPC®, MPAS)

Michael Halper focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Professional Athletes or Entertainers
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Escient Financial helps clients in many different financial planning areas, including:
  • Business Planning
  • Cash Flow & Budgeting
  • Debt Management
  • Education Savings
  • Emergency Fund
  • Employee Benefits Optimization
  • Estate Planning
  • Financial Goals
  • Insurance Review
  • Investment Analysis
  • Net Worth Tracking
  • Purchasing a Home
  • Retirement Planning
  • Risk Management
  • Social Security Planning
  • Tax Planning
  • Real Estate Investing
  • Digital Assets and Cryptocurrency
Escient Financial also specializes in digital assets and cryptocurrency, as well as working with entertainment industry professionals.

Additional Information

Hello there! I started Escient Financial to make a positive impact on people’s lives. As your trusted financial planner and advisor, my mission is to work with you and empower you to be an active and equal participant in planning your financial future. My goal is for you to live your best life and to have a prosperous retirement. With our work together we'll get you there.

I am a CERTIFIED FINANCIAL PLANNER™ professional through the CFP Board and have a Master of Science degree in Personal Financial Planning. I have also received the following certifications and designations: Master Planner Advanced Studies™ (MPAS®), Chartered Retirement Planning Counselor™ (CRPC®), Accredited Portfolio Management Advisor™ (APMA®), Accredited Wealth Management Advisor™ (AWMA®), Sports & Entertainment Accredited Wealth Advisor™ (SE-AWMA™), and Chartered SRI Counselor™ (CSRIC™).

In digital assets and cryptocurrencies, I am a Certified Digital Assets Advisor (CDAA) and a Certified Blockchain & Digital Assets Advisor (CBDA). I'm also RIA Channel Certified in Digital Assets through the Nasdaq Advisor Academy and a recipient of the Certificate in Blockchain and Digital Assets. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Fee-Only Network, and PlannerDAO.

I want to understand what truly matters to you and tailor a financial plan that gives you peace of mind today and tomorrow. I care as much about why you're investing as what you're investing in.

I look forward to meeting and discussing how we can build your financial future together.

NAPFA Start Date

June 11, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Verdemont Cir Simi Valley, CA 93065-5539 Phone: (805) 864-6555
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