Michael Biggica (CFP®, MBA)

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

  • AUM
  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

  • Investment Management
  • Budget Strategy
  • Education Planning
  • Path to Home Ownership
  • Equity Compensation
  • Employee Benefits
  • Retirement Planning
  • Risk Management
  • Tax Strategy

Additional Information

Mike has over 15 years of experience in the financial industry, holds the CFP® designation, and serves as a fiduciary. His focus is to serve as your personal financial advocate and make your goals a priority.

As a native New Yorker and former investment banker, he has experienced living and working in two major metropolises, and understands the complexities of managing a busy lifestyle among a high cost of living environment.

NAPFA Start Date

March 30, 2017

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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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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

3812B 24th Street San Francisco, CA 94114 Phone: (415) 890-4520