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Michael D
Series 63, Series 66
Parker Dam, CA
Williams & Novak Wealth Management, LLC
Michael De Luz is a financial advisor at Williams & Novak Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Vistia Capital, LLC and Thornton and Associates. Outside of advisory roles, he manages a tax advisory and bookkeeping business through RMD Consulting LLC. Williams & Novak Wealth Management is a team-based registered investment adviser managing approximately $343 million for individuals, corporations, pension plans, and charitable organizations. The firm employs a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies to provide customized portfolio management and financial planning services.
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