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Michael P
Series 63, Series 65
Phoenix, AZ
Embree Financial Group
Michael Peart is a financial advisor at Embree Financial Group in Phoenix, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Embree Financial Group since 2018 and previously at Purshe Kaplan Sterling Investments and McAdam LLC. Embree Financial Group offers holistic financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, families, trusts, and institutions. The firm employs fundamental, technical, and cyclical analysis with a range of investment vehicles and manages portfolios on a discretionary basis, overseeing more than $1.22 billion in institutional fiduciary responsibilities.
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