Michael Lynch (BS, MBA)

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

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

In addition to personal financial planning, Lynch Financial Advisors provides Business Planning, Coaching & Consulting.  If you are a business owner, have you ever found yourself asking the following questions: How can we maximize the value of our business? How do we sell and keep the tax man from sharing in all of our hard work?  How do we retain good employees?   The questions are endless, and that is why our business clients have continued working with us year after year.  No matter what stage you are in, from starting a new company to working on your exit strategy, we bring you the valuable information that few people can.  We provide both an insight as a business owner and depth of knowledge to produce profitable change.


Additional Information

Mike Lynch is the principal of Lynch Financial Advisors.  He holds a B.S. in Business Administration with an option in Finance (emphasis in financial services) and a minor in Economics.  Additionally, has a MBA in Global Business Management.  He has been actively serving as a financial advisor for over a decade.  Prior to being an advisor, he spent 3 years in New York as the director of a start-up software company that sold to the financial services industry (insurance, brokerage houses, money managers) where his largest responsibility was to open new markets for software sales in the back offices of these types of companies.  To perform this task he had to work hand in hand with CFOs, controllers, and VPs of Accounting for public and private companies.

NAPFA Start Date

February 06, 2024


This Office

1700 Eureka Rd Ste 155 Roseville, CA 95661-7786 Phone: (916) 772-3103 Fax: (916) 772-3104