Michael J. Peters, CPWA®, MBA
Managing Director
Michael J. Peters, a Managing Director with the Certified Private Wealth Advisor (CPWA®) designation, brings a wealth of experience and expertise to the financial industry. Since embarking on his career in 1993, Michael has dedicated himself to advising affluent families, business owners, and corporate executives on strategies to maximize their financial success. His approach is highly personalized, focusing on building resilient wealth and investment strategies with a keen eye on tax-awareness.
Michael’s extensive experience encompasses a wide range of financial advisory services, including retirement planning, liquidity events, employee stock options, concentrated stock positions, employer-sponsored retirement plans, and asset management. By collaborating closely with clients’ CPAs and attorneys, Michael ensures that their wealth planning is well-coordinated and comprehensive.
A native of Los Angeles, Michael discovered his passion for the financial industry due to its challenging nature. He graduated with an MBA from the University of San Francisco in 1993 and began his career with Dean Witter the same year. In 1999, he joined Wells Fargo as a Financial Consultant, where he was frequently recognized as a Platinum Council member—a distinction reserved for Financial Advisors who deliver exceptional service through well-thought-out financial solutions.
Michael currently resides in Marin County, California, and has lived in Los Angeles, San Francisco, and the Bay Area. He has two children, Grant (22) and Madison (21), who share his enthusiasm for world travel. Outside the office, Michael enjoys writing music, playing guitar, tennis, fitness, and reading history.
Michael holds Series 7, 63, and 65 registrations and has been distinguished as a member of the Wells Fargo Advisors Platinum Council, reflecting his unwavering commitment to the financial industry. He is passionate about making a positive impact on his clients’ lives and finds motivation in helping them succeed. He values the collaborative and supportive environment at TSG Wealth Management, where he continues to thrive.
CA Insurance License #0B57788. Resident State: CA.
You May Not Know This About Michael Peters…
In his spare time, Michael enjoys the creative experience of playing guitar and writing music.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.