Michael’s business focuses on employees who have equity compensation. He helps them with all of their questions and decisions regarding their Restricted Stock Units (RSUs), Incentive Stock Options and Non Qualified Stock Options. Michael also helps small and medium sized businesses with their employee benefits packages, to include advising on their employer sponsored retirement plans. In addition, Michael helps families with comprehensive financial planning and wealth management.
Michael Dooher is originally from Marin, CA and obtained his degree in Finance from San Diego State University. While at SDSU he was the VP of the Finance and Investment Society and founded the first student-run investment fund. This is what really kick started his interest in entering the financial services industry. After starting his career with his current broker dealer, now Equitable Advisors, in San Diego, Michael chose to move back to the Bay Area to be closer to his family and to continue his career in the financial services industry.
Since becoming a Financial Consultant in 2009, Michael has been aiding individuals and businesses in order to create a comprehensive financial plan that fits their personal needs. With his notable background in finance and the knowledge he has gained through his work, Michael excels at creating customized strategies for a variety of obstacles that his clients may experience. He pays attention to detail when meeting with clients, whether it be on the phone or face-to-face to provide them with a complete understanding of the financial services and products being offered.
California Insurance License #0G39875
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5461282 (07/23) (Exp. 07/27)
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