Michael J. Kish, CFP®, CRPC®

Michael J. Kish, CFP®, CRPC®

Followers of Michael J. Kish, CFP®, CRPC®302 followers
location of Michael J. Kish, CFP®, CRPC®Irvine, California, United States

Connect with Michael J. Kish, CFP®, CRPC® to Send Message

Connect

Connect with Michael J. Kish, CFP®, CRPC® to Send Message

Connect
  • Timeline

  • About me

    Partner & Financial Planner at Oakwood Wealth Partners

  • Education

    • California State University, Long Beach

      -
      Bachelor's Degree Investments and Securities; Economics

      Activities and Societies: Student Managed Investment Fund (SMIF), Financial Management Assocation (FMA) During my tenure at Long Beach State University, I was selected to participate in the Student Managed Investment Fund (SMIF) where I performed security/economic analysis and portfolio construction for the program utilizing a top down approach. While with SMIF, I helped managed the program’s three portfolios, compete in a request for proposal against other surrounding universities, and was involved in countless presentations to various groups including the SMIF board of directors. In addition… Show more During my tenure at Long Beach State University, I was selected to participate in the Student Managed Investment Fund (SMIF) where I performed security/economic analysis and portfolio construction for the program utilizing a top down approach. While with SMIF, I helped managed the program’s three portfolios, compete in a request for proposal against other surrounding universities, and was involved in countless presentations to various groups including the SMIF board of directors. In addition to the SMIF program, I was also a member of the CSULB Financial Management Association (FMA) where I served as Vice President of Corporate Relations. While in FMA, I was able to earn the National Honor Society recognition where a minimum GPA of 3.5 must be achieved in finance related course-work. Show less

  • Experience

    • Lincoln Financial Network

      Apr 2010 - now

      Mike Kish is a registered representative of Lincoln Financial Advisors Corp.Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Oakwood Wealth Partners is not an affiliate of Lincoln Financial Advisors Corp. CA Insurance License # 0H28584. 18400 Von Karman Avenue Suite 550. Irvine, CA 92612 (949) 660-0661CRN-3709251-080921. Offering securities to residents of AZ, CA, FL, ID, IN, MA, NV, OR, TN, TX, and WA. Show less

      • Investment Advisor Representative

        Jan 2012 - now
      • Para-Planner

        Apr 2010 - Jan 2012
    • Oakwood Wealth Partners

      Jan 2020 - now
      Partner
  • Licenses & Certifications

    • Uniform Combined State Law Examination - (Series 66)

      FINRA
    • Real Estate Sales Associate

      California Bureau of Real Estate
      Jan 2017
    • General Securities Representative - (Series 7)

      FINRA
      View certificate certificate
    • CERTIFIED FINANCIAL PLANNER

      CFP Board
      Jan 2014
      View certificate certificate
    • Life-Only Agent, Variable Contracts Agent, Accident and Health Agent

      California Department of Insurance
    • Chartered Retirement Planning Counselor

      College for Financial Planning
      Jan 2011
  • Honors & Awards

    • Awarded to Michael J. Kish, CFP®, CRPC®
      Rookie of the Year 2012 California Fringe Benefit, Southern California 2012 This internal award is based on overall performance as well as good standing with the firm and the financial regulators
    • Awarded to Michael J. Kish, CFP®, CRPC®
      Serve First Award 2010 California Fringe Benefit, Southern California 2010 The Serve First award is given to someone who consistently provides outstanding service to our clients, associates and staff, and in doing so, personified the character and actions of the Lincoln "Serve First" philosophy.