Michael Brown

Financial Advisor

Email:

mbrown@osaicwealth.com

Phone:

(951) 296-3460

Office(s):

41856 Ivy St Suite 113 Murrieta, CA 92562

Assistants:

Mary Alice Grosdidier magrosdidier@osaicwealth.com, Rachel Antaya rantaya@osaicwealth.com

Specialities:

Investment Management

Retirement Planning

Tax Strategy

ARTISANCAP

About

Michael Brown, CFP®, CTEC

Michael Brown is a Certified Financial Planner™ who has been helping individuals and families achieve financial clarity and long-term success since 1981. With a bachelor's degree in economics from UCLA and certifications in both financial planning and taxation, Michael brings over four decades of experience in money management, portfolio design, retirement planning, tax strategy, and insurance solutions.

Known for his ethical approach and commitment to honesty, Michael builds lasting relationships with clients by aligning financial strategies with their personal values and life goals. His expertise is especially valuable to those navigating complex financial decisions, from retirement transitions to tax-efficient wealth preservation.

Outside of work, Michael is a licensed private pilot and certified scuba diver who enjoys traveling with his wife, Donna. Together, they cherish time with their three children—Casey, Deiedra, and Joel—and five grandchildren: Samantha, Alexandra, Jackson, Lucy, and Emma. A lifelong sports enthusiast, Michael has a particular love for baseball and the teamwork it represents.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. ARTISANCAP is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.