Michael Macauley

Advisor

Designations

CFA, CFP®

310-712-2365

Michael Macauley, CFA®, CFP® is an Advisor with the Century City office of SEIA. His practice areas include wealth management, retirement and estate planning. He also has extensive experience with life insurance and long term care planning. Michael has been in the investment management business for over 14 years, working with both institutional pension plan sponsors, family office investors and with individual clients and their families. Prior to SEIA, Michael worked with Wilshire Associates, a Santa Monica based investment consulting firm. He also worked with Julius Baer Investment Management, and with the Northwestern Mutual Life Insurance Company. He is a member in good standing of the CFA (Chartered Financial Analyst) Institute.

Michael is an active member of ProVisors, a Trusted Advisor organization. He is also a past member of Toastmasters International, a competitive public speaking organization. Michael was raised in Nigeria and in Czechoslovakia. Currently, he is a resident of El Segundo, California along with his wife and their two sons.

Michael received his MA in International Business from the University of Economics in Slovakia. He also received his MBA with an emphasis in Finance & Entrepreneurship from Loyola Marymount University, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP). Michael also received the Chartered Financial Analyst (CFA) Charter from the CFA institute in 2006. He is also a licensed insurance agent (CA Ins. License #0G73288).