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Michael V
CFP®, Series 66
Santa Barbara, CA
Select Investment Services
Michael Vidal is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Select Investment Services. His prior experience includes roles at Wealth Innovation, Capital Synergy Partners, Inc., and Cornerstone Insurance Services, LLC. He also serves as a voting trustee for the Santa Barbara County Employees’ Retirement System. Select Investment Services provides investment management and financial planning to individuals, charitable organizations, and small businesses. The firm uses a combination of passive and active strategies tailored to client-specific investment policies and offers additional services such as outsourced CFO support and insurance brokerage through an affiliated entity.
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