As managing partner, Michael oversees a team of financial specialists who collectively address the complex needs of our retiree, business owner and corporate executive clients. He delivers a wealth of experience and know-how to our clients specializing in:
Investment & portfolio management
Liquidity event planning (IPO/Sale of a business/etc.)
Advanced estate planning
Special needs planning
Michael is honored to have been selected to the Forbes Best-In-State Wealth Advisors list for Southern California in 2020 and 2021. Only 80 advisors were selected for this honor in Southern California. In 2017, he was selected by Investment News as one of its top “40 Under 40” financial professionals. This national award recognizes 40 financial advisors based on their industry leadership, accomplishments and contributions
Michael has extensive experience in financial services having previously worked with SunTrust Bank, Credit Suisse First Boston Direct and Thompson Financial Group before forming Overland & Shanahan Wealth Advisors in 2003. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) as well as an Accredited Investment Fiduciary® (AIF®). He holds additional securities registrations through LPL Financial, as well as life, health, annuity and long-term care insurance licenses (California Insurance License #0D39726).
Michael is a graduate of The University of Alabama and enjoys golf, traveling with his wife and learning about wine. He supports numerous charitable organizations including Scripps Hospital, Kitchens for Good and the Alzheimer’s Association. He also currently serves on the Board of Directors (Treasurer) for a local non-profit, Cane Cares.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.