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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

Jason T. Micheli, PhD

Jason T. Micheli, PhD CFP

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 investment advisor.

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.

Jason is active in his community, and volunteers with a number of organizations. He was on the board of the Yorba Linda Chamber of Commerce from 2019-2022, serving as its Chief Financial Officer in 2019-2020; he was the CEO and President of the Yorba Linda Chamber of Commerce Foundation for 2020-2021; he served as a trustee for the Los Ranchos Presbytery for 2020-2022; and has served on the endowment or finance committees of several organizations, including Flint River Presbytery, the Central Florida Presbytery, and Winter Park Presbyterian Church.

Education

UNIV. OF WISCONSIN – MADISON
Ph.D., 2014; M.A., 2007

PRINCETON THEOLOGICAL SEMINARY
M.Th., 2004; M.Div., 2002

UNIV. OF COLORADO – BOULDER
B.S., 1998

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.
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