Michael Lynch

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About Michael Lynch

Let me introduce myself. I am Mike Lynch, the founder of Lynch Financial Advisors. I started advising clients in 2000 back in New Jersey after my wife's and my financial advisor urged me to work with him. When we moved back to California in 2002, I started my own practice.

What is important to me?

Like most people, my wife, kids, my family, friends, and my dog. When I set my goals, these are the things that are uppermost in my mind. And without doing my own planning, I cannot reach the goals that give my life balance and happiness. Like many, I put in fair portion of hours at work. Fortunately for me I LOVE going in and helping my clients meet their goals and put together solutions that makes their lives better.

As you can see through our website, this practice is centered around knowing what is important to YOU. It is NOT some marketing line by some national firm. We truly love what we do and are passionate about our clients.

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

5062414

Firm CRD#

137094

Name of Custodial Firm

Charles Schwab

States Licensed in

California

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services

Compliance

Registered Investment Advisor

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Financial Organization Memberships

The Alliance of Cambridge Advisors, Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Non-Financial Organization Memberships

Roseville Chamber of Commerce

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$50000000

Total Assets Under Management by Advisor

$50000000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://lynchfinancialadvisors.com/disclosure/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1817894/paladinregistry-Lynch-Financial-Advisors-detailed-disclosure.html

Disclaimer

https://lynchfinancialadvisors.com/form-adv/

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Paladin Research Report For:

Lynch Financial Advisors