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Michael B

Series 65

Temecula, CA

AMB Financial LLC

Michael Burke is a financial advisor at AMB Financial LLC in Temecula, CA, holding a Series 65 credential with one year of industry experience. He has worked at AMB Financial since 2023 and concurrently maintains a clinical practice as an orthodontist at Burke and Redford Orthodontics, where he has been diagnosing and treating patients since 2013. AMB Financial serves individual investors, some high-net-worth clients, and business entities by providing fee-only investment management and financial planning. The firm emphasizes asset allocation using a combination of passive and active strategies and operates primarily on a non-discretionary basis with a small, hands-on client roster.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Doctor or Medical Professional Founder/Business Owner
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