Learn About Michael Malmgren
Professional Background
With a Bachelor's degree in Accounting (Utah State University), Michael began in industry accounting, primarily in healthcare. While working full-time, he finished an MBA and an MS in Accounting (Western Governors University).
Seeking opportunities for growth, Michael continued to move up as Senior Accountant and then Financial Controller before joining Mission Wealth as the Tax Strategy Manager. He has experience with large corporations, startups, and government entities. He attributes much of his enthusiasm and drive to lessons learned during his eight years of service in the Utah Army National Guard and a two-year, full-time service mission in Tabasco and Chiapas, Mexico. Additionally, Michael holds an AWMA® certification and is currently studying for the CPA exams.
Personal Pursuits
Michael enjoys spending his time outside of Mission Wealth with his family in South Jordan, Utah. His wife, Nora, hails from Argentina, enriching their household with both Spanish and English languages. Together, they lovingly nurture four children, and recently commemorated their joyous 17-year anniversary. An ardent explorer, Michael finds great delight in embarking on exciting adventures to Central and South America alongside his family.
In the News
How Firms Can Maximize Organic Growth: Insights from Mission Wealth’s CMO, Michelle Winkles
Our CMO, Michelle Winkles, shares actionable insights for driving organic growth at Mission Wealth on the Grow Organically podcast with Dan Gilmartin.About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.