Michael Espinosa, CFP®

Michael Espinosa, CFP®

Analyst/Advisor

Michael joined Soltis in May of 2020 as an Advisor/Analyst. He partners with 401k plans and individual participants to ensure better retirement outcomes that allow them to fulfil their most important endeavors. He works with the Senior Advisors to educate plan participants through campaigns, webinars, and on-site visits as well personalized coaching during on-on-one sessions.

Prior to joining the Soltis team Michael spent nearly four and half years at Vanguard where he held multiple roles with his most recent as a financial advisor. He started his career in the financial services industry in 2015 after graduating summa cum laude from Brigham Young University-Idaho with a B.S. in Business Management with a finance emphasis. He came to Soltis holding his Series 7, Series 63, and Series 65 licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Michael spends his free time outside as often as possible. He loves to snowboard, mountain bike, play sports, and be active. He and his wife like to learn new things together and are trying to learn the art of vegetable gardening.