About Us

Michael Dooher

Financial Consultant
Phone: 925-951-1141
Fax: 925-951-1139

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 offered through Equitable Advisors, LLC (NY,NY 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.

California Insurance License #: 0F00296

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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