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Community

  • Israeli American Council (IAC) Los Angeles Board Member
  • Israeli American Council (IAC) Young Leadership Program Founder & Chairman
  • American Israel Public Affairs Committee (AIPAC) Capitol Club Member
  • White Memorial Medical Center Foundation & Gala Committee Member

Michael J. Michalov
CFP®


With over 18 years of experience, Michael has held positions across multiple facets in the financial services industry.  Michael provides a holistic approach to planning, ensuring a strategy is in place to achieve financial success and leave a legacy for future generations. Through a robust and comprehensive process, Michael leverages his knowledge in estate planning and taxation, income taxation, investment, risk management, retirement and education planning to ensure clients are able to achieve their objectives.  Michael serves the greater Los Angeles and Ventura County markets with offices in Westlake Village and Beverly Hills. Prior to joining Alliance Financial Group, Michael was the Vice President for the Los Angeles & Central Coast Retail Banking Division of Union Bank with a team comprising of 973 employees across 107 offices.

Michael resides in Pacific Palisades with his wife Jessica and their son, Jacob.


Education


  • California State University – Northridge, B.S., Business Marketing & Economics
  • University of California – Los Angeles, Personal Financial Planning Certificate

Credentials

  • Certified Financial Planner
  • Finra General Securities Registered Representative (Series 7)
  • Investment Adviser/Uniform Securities Agent State Law Combination (Series 66)
  • California Life, Accident & Health Insurance Agent