Michael Espinosa, CFP®

Michael Espinosa, CFP®

Retirement Advisor

Michael joined Soltis in May of 2020 as a Retirement Advisor. He partners with 401k plan committees and individual participants to ensure better retirement outcomes through campaigns, webinars, on-site visits, and personalized coaching during on-on-one sessions.

Prior to joining the Soltis team Michael spent nearly four and half years at the Vanguard Group in Scottsdale, Arizona. 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. He came to Soltis holding his Series 7, Series 63, and Series 65 licenses. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned his MBA from Western Governors University.

Michael spends his free time outside as often as possible. He loves to snowboard, mountain bike, and play pickleball. He and his wife enjoy learning new things, spending time together with family, and growing vegetables in their garden.