Michael
Macdonald
Financial Transparency
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About this Advisor
Michael Macdonald is a financial advisor based in Pleasant Hill, California, working with Financial Transparency. Michael has previously held positions at Trustee - Michael J Macdonald Financial Management, Michael J Macdonald Insurance Services, United Planners' Financial Services, Michael Macdonald Financial Management, Inc, Estate Of Howard Franklin Haas, and Envision Financial Transparency, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael is part of Financial Transparency, which operates out of Pleasant Hill, California. The firm has 12 offices and 15 employees. The firm manages assets totaling $295.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Financial Transparency includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Transparency Brokerage Details
$295,289,685
15
508
$581,279
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Macdonald Work History
Envision Financial Transparency, LLC
Estate Of Howard Franklin Haas
Michael Macdonald Financial Management, Inc
Trustee - Michael J Macdonald Financial Management
Michael J Macdonald Insurance Services
United Planners' Financial Services
Disclosures
Please visit the SEC profile of Michael Macdonald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
