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Jason M
Series 66, Series 65
Irvine, CA
Einstok Wealth Management LLC
Jason Micheli is the sole advisor at Einstök Wealth Management LLC, an independent investment advisory firm based in Irvine, CA. He holds Series 65 and Series 66 licenses and has eight years of industry experience. Micheli also serves in an executive leadership role with the Presbytery of Santa Barbara. Einstök Wealth Management provides discretionary portfolio management and ongoing investment advice to individuals, trusts, charitable organizations, and businesses. The firm follows a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified portfolios of low-cost index funds and ETFs, and incorporates a proprietary algorithm to tactically adjust allocations.
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