Articles
Michael D. Sutherland, CFP®
Michael is a CERTIFIED FINANCIAL PLANNER™ professional. As an independent financial planner, Michael is able to offer a comprehensive range of products and services to meet your individual interests. Through his strategic relationships with what we consider best-of-class trust attorneys, business attorneys, business valuation services, bankers, insurance brokers and charitable organizations, he is able to provide a highly-integrated approach to key financial strategies designed for asset protection, asset growth, retirement distributions, and transfer of wealth.
Since 2001 Michael has been helping people by providing integrated tax & financial strategies to a wide variety of clientele through Sutherland Campbell Tax & Financial Service, with a majority coming to him for advice when they are either in retirement or planning for their retirement. His practice is focused on nurturing relationships with people who desire professional financial planning services for their family and/or their business.
In addition to being a CERTIFIED FINANCIAL PLANNER™ certificant, Michael is an Investment Advisor Representative with LPL Financial and holds the Series 7 and 66 licenses. He has a California Life Insurance license and is a California Registered Tax Preparer.
Michael married Dana back in 1996 and lives in Orange County, California with their two sons and daughter.
Michael's profile on FINRA's BrokerCheck: http://brokercheck.finra.org/Individual/Summary/4555816