Michael S. Ginsberg, JD, CFP®


As a Certified Financial Planner™ and a former Real Estate and Estate Planning Attorney, with over 25 years of personal business and investment experience, Michael has the book knowledge and the real-life experiences to benefit his clients. 

With a specialization in Retirement Income Planning and Michael's proven 5-Step Process, he creates personalized plans which give his clients the best opportunity to achieve their envisioned retirements. 

Michael's success is based on his long history of client service, a sound investment strategy that focuses on managing portfolio volatility, and innovative products and services.

"Although none of us can accurately predict the future, I can help you prepare for what lies ahead. I look forward to working with you to construct a portfolio that is designed to fit your investment needs and life goals."

Michael Ginsberg,


Phone 925-287-8400 ext. 100