• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Financial Growth Management

Financial Growth Management

A fee-only Orange County California Registered Investment Advisor. As a financial advisor, we offer investment management, tax planning, and retirement solutions.

  • About
    • Success Stories
    • Meet the Team
  • What We Do
    • Investment Management
    • Social Security Timing
    • Tax Planning
    • Retirement Planning
  • FREE FINANCIAL ASSESSMENT

Meet the Team

Jason T. Micheli, PhD Orange County Financial Planner

Jason T. Micheli, PhD

Senior Vice President

Jason T. Micheli began working in the financial services industry in 2002 at Merrill Lynch, where he earned his Series 7 & 66 securities licenses. In 2018, Jason joined Financial Growth Management, an Orange County wealth management firm.

In 2019, Jason was named by West Coast Magazine as one of 28 people under the age of 40 who are emerging leaders likely to shape the future of Orange County for years to come.

Read More About Jason
Raymond Hansen Orange County Financial Advisor

Raymond M. Hansen

Founder & President

As a previous host of a financial television program and speaker at many investment seminars, Ray has met thousands of investors during the last 48 years of being an investment manager. Many of these investors have become clients, and have trusted him as their wealth manager. Ray ensures that such trust was well-placed by putting the clients’ interest first.

Education

University of Southern California
B.A.

Financial Growth Management and Charles Schwab

We have partnered with Charles Schwab in order to provide our clients the best possible wealth management experience.

  1. Charles Schwab provides clearing, custody, and other brokerage services to Financial Growth Management, Inc.
  2. Working with Charles Schwab gives Financial Growth Management, Inc. access to a wide range of products and services that can help us serve the needs of our clients.
  3. Through our relationship with Charles Schwab, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Charles Schwab account.
Orange County Charles Schwab Wealth Management

Charles Schwab® is one of the world’s largest providers of financial services. Founded in 1971, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 29 million individuals and institutions, and had $5.9 trillion in client assets as of October 31, 2020 (“Schwab Declares Preferred Stock Dividend”; Business Wire. December 10, 2020). For more information about Charles Schwab, visit Schwab.com.

EMAIL

hello@financialgm.com

PHONE

(714) 243-4340

LOCATIONS

Serving clients nation-wide from Southern California

Learn more about this advisor’s background on FINRA’s BrokerCheck.
Important Disclosure Information | CC Attribution 4.0 | Form ADV Part 2
Copyright © 2023 · Financial Growth Management, Inc. · All Rights Reserved