We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
William H. Gomberg
Senior PIM Portfolio Manager
William H. Gomberg
Senior PIM Portfolio Manager
My mission is to build life-long client relationships based on a foundation of trust and client satisfaction. My value is supported by my experience and knowledge of financial and estate investment planning, investments, and financial markets. I work with my clients to formulate a comprehensive investment plan, implement that plan, and provide ongoing guidance and direction. As I work to help my clients accomplish their ultimate individual and family goals, my focus never wavers from what is important - your needs, offering sound investment advice, and providing a high level of service.
I limit the number of clients in my practice so that I can provide a concierge-level service and so that each of my clients has the best possible experience. I believe in long-term relationships and work to earn your continued trust. When investing, I ensure that we establish a process for communication, seek to manage risk in your portfolio, and put your investment plan in writing.
I will help you to establish specific goals and objectives, and determine your appropriate risk tolerance. We will then develop a specific strategic asset allocation and document that strategy along with your goals and objectives through a written plan. You will have a diversified portfolio that fits your risk tolerance and is designed to be flexible and respond to changes in the markets and/or economy as well as your lifestyle.
As your primary point of contact for all of your financial as well as non-financial issues, I will work with your other advisors to ensure that all of your needs are fulfilled.
If you have questions please feel free to contact my assistant Jodie Kessler or I.
Mike provides comprehensive investment planning. If we develop a successful working relationship, he will work with you to help achieve your goals.
For nearly two decades Mike has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Mike has dedicated his career to delivering the personalized financial and investment planning services his clients deserve.
Mike began his career as a Certified Public Accountant working with individuals and Business Owners in the areas of personal and income tax planning. In 1988, Mike earned the CFP® certification by completing an approved educational program, passing a series of examinations and meeting stringent experience requirements. In addition, Mike completed the Masters in Taxation program with Golden Gate University in 1992
He developed his fundamental investment planning knowledge as a Financial Advisor with Merrill Lynch and Smith Barney in Costa Mesa, California. In 2007, He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors Financial Network, to provide more personalized financial advice for individuals and families.
Away from the office, Mike spends his free time with his wife, Kathy and their daughter, Kelsey. They like to travel and have visited many European countries, the Caribbean, Mexico, Alaska and Hawaii. In addition to Travel, they like to stay active, whether it’s finding a new favorite winery or taking regular trips to Lake Havasu, Arizona where they enjoy boating and the outdoors. Mike especially enjoys many genres of music and is learning to play the Guitar.
Mike is a Past Chairman of the Board of the Irvine Chamber of Commerce. He has also served as Treasurer and Board Member for Families Forward.
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