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.
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 a retirement planner. 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.
- Charles Schwab provides clearing, custody, and other brokerage services to Financial Growth Management, Inc.
- 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.
- 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.
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.
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