Mike Liu

Mike Liu

Wealth Management Advisor

Mike is an independent advisor for wealth management, insurance and other financial services with Gateway Financial Advisors and Cambridge Investment Research, Inc. He is specialized with retirement plan services such as 401(k) plans, defined benefit (DB) plans and wealth management consultation. Mike works with a team of seasoned professionals to create and manage retirement plans that can help both employers and employees to build up their retirement assets. He also serves individuals and families for their financial needs such as Insurances for risk management (Life, Disability Income and Long-term care), college savings, Retirement planning, Wealth Accumulation and Preservation Strategies.

Higher Education:

  • MPhil in Business Administration (U.K.)
  • MA in economics (China) 
  • BA in Business Economics (China)

Prior to the current career, Mike was teaching finance, global economics and business studies in universities in China and England and was also holding management positions in difference industries in the U.S., Canada, Hong Kong and China.

Professional Licenses:

  • FINRA registered Series 6 and 63 (for sale of mutual funds) 
  • SEC FINRA registered Series 65 (for wealth management advise)
  • CA registered Life & Health (for risk management strategies)

Mike lives in Palo Alto, California, with his wife and daughter. Mike is fully committed to serve his clients with higher standard for integrity, prudence and professionalism.
 

Phone 650-798-4831
Fax 408-728-4350