Michael John Squellati

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design
• Asset protection
• Wealth management

About

Michael John Squellati is a financial consultant based in Los Angeles, California, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Michael employs an in-depth discovery process to understand the specific situations of his clients, which include high net worth individuals, families, corporate executives, and businesses. His focus is on growing and protecting client assets while leveraging the resources available at Oppenheimer to address complex financial issues.

Reviews

Location

Business Information