Michael Widling, Technology Associate Mission Wealth

Michael Widling

In by Mission Wealth

Michael Widling Investment Associate

Michael Widling

Investment Associate

CONTACT MICHAEL

Michael Widling

Investment Associate

CONTACT MICHAEL

"I'm on a never-ending quest for fresh insights, staying ahead of the curve with the latest investment trends. It's not just about staying informed - it's about fueling my passion and helping our clients reach their goals."

Michael Widling is an Investment Associate at Mission Wealth and brings a wealth of experience and expertise to the team. His primary responsibilities include conducting investment research to help identify promising opportunities, executing trades to optimize portfolio performance, and analyzing portfolio data. Michael plays a pivotal role in aligning client portfolios with their unique financial objectives.

"I'm on a never-ending quest for fresh insights, staying ahead of the curve with the latest investment trends. It's not just about staying informed - it's about fueling my passion and helping our clients reach their goals."

Michael Widling is an Investment Associate at Mission Wealth and brings a wealth of experience and expertise to the team. His primary responsibilities include conducting investment research to help identify promising opportunities, executing trades to optimize portfolio performance, and analyzing portfolio data. Michael plays a pivotal role in aligning client portfolios with their unique financial objectives.

Learn About Michael Widling

Professional Background

After graduating from Sonoma State, Michael Widling started his professional career at Yardi systems as a Technical Account Manager. While there, Michael ran the implementation meetings for Yardi’s software; his first day was two days before the “two week” shut down. Michael joined Mission Wealth in 2022 as a Technology Associate before following his passions in investments.

Michael graduated from Sonoma State University with a Bachelor in Arts degree in Economics.

Personal Pursuits

Michael is pursuing his private pilot's license, specifically for helicopter aviation, adding another exciting skill to his repertoire. A true outdoor enthusiast, he finds joy in every aspect of nature. Coupled with his passion for photography and videography, Michael skillfully captures the splendors of the natural world.

Community Impact

Michael is passionate about volunteering for organizations such as the Muscular Dystrophy Association, and has been involved with the Rona Barrett Foundation for over 5 years. In 2018, Michael assisted the foundation in development for Harry's House, a specialized housing development to assist low-income seniors with dementia and Alzheimer's.

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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