Michael Halper is a CFP-designated registered investment advisor at Strateon Intelligent Wealth LLC, based in Simi Valley, CA, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 8 clients.
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Fee Structure
Strateon Intelligent Wealth provides investment advice as part of its financial planning services. If you choose to implement their investment recommendations, you will maintain your own accounts and execute trades yourself, with assistance from Strateon Intelligent Wealth if needed. Strateon Intelligent Wealth does not offer investment management services where they directly manage your portfolio.
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Michael Halper
Location
Simi Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Strateon Intelligent Wealth LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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Additional Information
Hello there! I started Strateon Intelligent Wealth to make a positive impact on people’s lives. As your trusted financial planner and advisor, my mission is to work with you and empower you to be an active and equal participant in planning your financial future. My goal is for you to live your best life and to have a prosperous retirement. With our work together we'll get you there.