Michael Dooher grew up in Marin County. He moved to San Diego where he obtained a degree in finance from San Diego State University (SDSU). While he was at SDSU he was very involved on campus as Vice President of the Finance and Investment Society. Through this society he met 19 other students that had the similar drive as he did, and together they started up the first student ran investment fund at SDSU, Montezuma Money Management. It was there that Michael found his passion for investment management and the stock market. Due to their excellent returns, the other members of Montezuma Money Management and Michael got to meet Warren Buffet, one of Michael’s biggest idols.
After graduating from SDSU, Michael started with Equitable Advisors where he has focused on comprehensive financial planning and investment management, for individuals as well as small businesses. Michael recently decided to transfer to the San Francisco Branch so he could be back in the Bay Area with his family and longtime friends. He looks forward to the opportunities that lie ahead, and is very excited to be back in his hometown.
Michael is very well versed in most areas that Equitable specializes in, especially Life Insurance, Annuities, Investment Management, and Long Term Care. Michael is also CA LTC Partnership certified, and has dealt with this in great depth.
California Insurance License #: 0G39875
Securities
and investment advisory services
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212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.