Michael Janis is a Principal for Squar Milner Financial Services, operating out of the Los Angeles office. He focuses on providing holistic financial planning and investment strategies to clients at all stages of wealth management. Michael helps clients plan the accumulation and distribution of their assets in an effort to secure lifetime income while minimizing expenses and tax burdens. He specializes in helping clients navigate the tax issues of exiting highly appreciated assets by implementing comprehensive tax deferral and mitigation strategies. With a significant background in real estate, Michael specializes in real estate financial planning, with particular expertise executing tax-deferred 1031 exchanges.
Being place in such a position of trust is a privilege. As a financial advisor, Michael honors the clients’ trust with the goal of offering sound advice, listening to the clients’ needs, and never choosing short-term gains at the cost of unacceptable risk. That unacceptable risk also varies with clients, so his unwavering commitment is to the individual client needs to help them make well-informed decisions on what types of investment are right for them. As clients’ needs change, so does the need for a careful analysis of their investment plans. Michael takes pride in listening to client concerns, sharing information about potential investments, including benefits, risks, and tax issues, and treating his clients’ financial goals with the same care and interest that he devotes to his own.
Prior to joining Squar Milner, Michael successfully operated his own investment practice as an independent advisor. He also worked as a real estate broker and investor with Re/Max Commercial Brokerage and Sperry Van Ness Commercial Real Estate Advisors. Throughout his time at both companies, he specialized in investment properties and broadened his expertise to include financial planning and investment strategy.
- Series 65 Uniform Investment Adviser Law Exam
- California Insurance License #OH42746
- California Real Estate License #01473660
- Bachelor of Science, Business Administration with Marketing emphasis, California State University, Long Beach