Mike Weakley – Financial Advisor
Mr. Weakley is currently a senior financial advisor with Siena Wealth Management, Inc., sharing his expertise in the diverse areas of estate and retirement planning, income tax planning and analysis, planned giving strategies and complete integration of wealth management. Previously, Mike was a registered investment advisor for Loring Ward as well as their predecessors, Assante Asset Management and RWB Advisory Services. He was a partner with RWB as well as serving on their Board of Directors, and was instrumental in the development of Structured Investing.
Mike has been a Certified Financial Planner since 1986 and received his Masters of Financial Services from the Graduate School of the American College in Bryn Mawr, Pennsylvania. Serving the needs of Bay Area investors since 1981, he continues to be a strong proponent of structured portfolio management for successful implementation of wealth accumulation plans. Mike previously was employed as a commercial airline pilot for a major airline, served as a fighter pilot with the US Navy and has served on the board of directors for a large Bay Area franchise group.