73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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Learn about disclosures →Michael is an Executive VP & Sr Financial Advisor at Keystone Wealth Services DBA Keystone Private Wealth, dedicating nearly full-time hours to this role. He is also an Insurance Partner at Core Income, providing insurance solutions, and an Independent Insurance Professional at Caress Insurance Agency Inc, offering supplemental medicare insurance coverage, both taking minimal time. Additionally, Michael is an advisor for HOA Invest, a software solution for HOAs, spending a few hours per week.