Michael Bisbee (CFP®, EA, MBA)

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

  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

As a Certified Financial Planner™ Professional and Enrolled Agent Tax Expert, Michael Bisbee is able to provide a unique and integrated approach to your most important Personal Finance decisions regarding Money and Taxes.  Services Enduro Financial offers:

  • Financial Planning & Coaching
  • Wealth Management
  • Tax Planning and Preparation

I help COACH you through important financial decisions so you can optimize the three most finite resources in your life- Time, Health, and Money.

Enduro Financial provides a flexible and value oriented Fee-For Service business model.  Our Financial Coaching offered through a subscription based service.  Our Investment & Portfolio Management is offered through an AUM % model.  Enduro also offers integrated Coaching and Tax Preparation through a premium subscription.

 

Additional Information

 

Michael Bisbee, CFP®, EA, MBA Photo

Michael Bisbee, CFP®, EA, MBA

FOUNDER & FINANCIAL ENDURANCE COACH

Michael founded Enduro Financial with the vision of transferring his experience, knowledge, and passion for endurance athletics to the field of financial planning.  Enduro Financial will help coach you to a solid financial foundation, so you can step out into the world with confidence and courage. 

Michael is a CERTIFIED FINANCIAL PLANNER™ Professional.  Find out more about the rigors of the process to become a CFP®, the ethical and fiduciary standards required of a CFP®, and why it is important for you to work with a CFP® at:  www.cfp.net

Michael is an ENROLLED AGENT.  He specializes in tax preparation and has unlimited rights to represent taxpayers before the Internal Revenue Service. 

Michael is a graduate of the U.S. Naval Academy and earned his MBA at UCLA-Anderson School of Management. 

Michael is a 6 time IRONMAN® finisher and he loves most every endeavor which involves the great outdoors- ocean, mountains, sun, sand, or snow. 

NAPFA Start Date

March 23, 2018

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This Office

20 S. Santa Cruz #300 Los Gatos, CA 95030 Phone: (408) 706-7191