Michael Malmgren, Tax Strategy Manager

Michael Malmgren

In by Mission Wealth

Michael Malmgren, Tax Strategy Manager

Michael Malmgren

MBA, MAcc, AWMA®

Tax Strategy Manager

Salt Lake City, Utah

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"I believe that financial planning is one of the most crucial ways people can secure peace of mind during their lives and take satisfaction in knowing that they can leave a lasting legacy for others to benefit from."

Michael is the Tax Strategy Manager at Mission Wealth, helping manage the tax department in developing and implementing effective tax solutions for clients across the country. His extensive experience and knowledge in tax planning helps clients achieve their financial goals.

"I believe that financial planning is one of the most crucial ways people can secure peace of mind during their lives and take satisfaction in knowing that they can leave a lasting legacy for others to benefit from."

Michael is the Tax Strategy Manager at Mission Wealth, helping manage the tax department in developing and implementing effective tax solutions for clients across the country. His extensive experience and knowledge in tax planning helps clients achieve their financial goals.

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.

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.
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