Michael Macauley, MBA, CFA®, CFP® is a Senior Financial Advisor at SEIA. His areas of focus include wealth management, retirement and estate planning, as well as life insurance and long-term care planning. With over 20 years of experience in the investment management industry, Michael has worked with institutional pension plan sponsors, family office investors, and individual clients and their families. Prior to joining SEIA, he held positions at Wilshire Associates in Santa Monica, Julius Baer Investment Management, and Northwestern Mutual Life Insurance Company.
Active in the professional community, Michael is a member of ProVisors, a Trusted Advisor organization, and a past member of Toastmasters International, a competitive public speaking organization.
Michael earned his MA in International Business from the University of Economics in Slovakia and an MBA with an emphasis in Finance & Entrepreneurship from Loyola Marymount University in Los Angeles. He is a CERTIFIED FINANCIAL PLANNER® practitioner, holds the Chartered Financial Analyst® (CFA®) charter, and is a licensed insurance agent (CA Insurance License #0G73288).