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Michael Laport, CFP®

UBS Financial Services, Inc.

775 Page Mill Rd
Palo Alto, CA 94304
Phone: (650) 496-7417
Fax: (855) 279-3360

Toll-free: (800) 523-5868
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Household Income Minimum: $250,001
Investable Asset Minimum: $500,001

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Cross-border Planning
  • Career Change
  • Business Taxes
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Startup
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

Foreign Languages
  • English

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: CA, Fixed annuities: CA, Variable annuities: CA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA Finance
Broker-Dealer Affiliation
UBS Financial Services, Inc.

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.