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, Michael Bisbee is able to provide a unique and integrated approach to your most important Personal Finance decisions regarding Money and Taxes:

  • Financial Coaching
  • Investment & Portfolio 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

Enduro Financial- EMPOWERING FINANCIAL FITNESS

https://endurofinancial.com/about-michael

Michael Bisbee, CFP®, EA, MBA Photo

Michael Bisbee, CFP®, EA, MBA

FOUNDER & FINANCIAL COACH
 

Michael founded Enduro Financial with the vision of transferring his experience, knowledge, and passion for endurance athletics to the field of financial planning in order to create a community of like-minded clients bound together by their aspirations to experience life to the fullest in every facet- professionally, physically, mentally, and financially.  We'll 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. 

He and his wife met through endurance sports and are proud parents of three children

 

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