Michael M. Eisenberg


 

Michael M. Eisenberg

Michael Eisenberg is joining Squar Milner as the Principal in charge of Squar Milner Financial Services in the Encino Office. He has been providing wealth management and investment services to high net worth individuals for the past 15 years as a Registered Investment Advisor. He has provided his clients with financial planning for all stages of life and has advised his clients with a comprehensive strategy with the goal to maintain, protect and grow their assets by carefully building a diversified portfolio. The team at Squar Milner is ready to design and implement your strategy for asset growth, retirement and estate planning.

Michael ran his own successful accountancy corporation for 25 years before deciding that his clients were looking to him for wealth management advice as their needs changed. He formed his own Investment Advisory Services business which he later merged into another group. He is now ready to move to Squar Milner and devote himself full time to helping clients with their financial future. His CPA® and law background have provided his clients with access to a knowledgeable and trusted advisor. Michael has been active in the AICPA® and CalCPA® for many years and has served and chaired many committees relating to Personal Financial Planning. He is currently serving on the AICPA® Financial Literacy Commission and has been volunteering at UCLA to give students some insight into learning about their financial future.

  • Certified Public Accountant
  • Personal Financial Specialist (PFS®) issued by the AICPA®
  • Series 65 Uniform Investment Adviser Law Exam
  • Juris Doctor Degree
  • Member: AICPA®
  • Member: CalCPA®
  • Member: California State Bar
  • Bachelor of Science in Accounting – California State University at Northridge
  • Juris Doctor Degree – West LA School of Law