Michael Mais, CFA

Assistant Vice President
Michael Mais | TSG Wealth Management

Michael Mais attended the University of California, Berkeley (Go Bears!) where he earned a Bachelor’s of Science in Environmental Economics and Policy. He has been in the financial industry since 2012 working as a Client Service Associate and then a Wealth Strategy Associate at UBS before joining TSG Wealth Management in early 2018.

 

He strives to provide a positive experience for both clients and colleagues while maintaining the high standards he sets for himself as relates to portfolio management and investment philosophies. Michael currently holds his Series 7, Series 66, California Life and Health Insurance License and the Chartered Financial Analyst (CFA) designation.

 

Michael and his wife, Sara, live locally in Seal Beach and love the proximity to the ocean and Old Town. In his free time, Michael enjoys hiking, golf, volleyball, paddle boarding, spending time with family and friends, as well as wishing that he had enough space in his apartment for a dog.

 

CA Insurance License #0I26619. Resident state: CA

You may not know this about Michael Mais…

 

Michael got married in November 2018 and had both giraffes and a high-fiving porcupine named Mr. Prickles at the wedding.

 

Nicholas Cage ran him over while walking through the Disneyland Hotel when he was 7.

 

As a child Michael wanted to be a UPS driver because he loved the uniform, especially the brown socks, and thought it was cool to drive with the door open at all times.

Michael Mais