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Michael B

Series 63, Series 65

Encinitas, CA

Diversify Advisory Services, LLC

Michael Bendix is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. His previous roles include positions at Cedar Crest Advisors, LLC and DFPG Investments, Inc. Bendix serves on the board of the Alternative and Direct Investment Securities Association and consults for a nonprofit organization focused on financing and fundraising. Diversify Advisory Services is an SEC-registered firm providing financial planning, portfolio management, and corporate consulting to individuals, retirement plans, trusts, and small business owners. The firm employs a tactical diversification approach with individualized asset allocation and offers a variety of investment options, including alternatives and structured products, along with flexible fee arrangements.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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