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Mike Troxell | Financial Advisor

Profile img for Mike Troxell, financial advisor at Modern Financial Planning
Oakland, CA
Mike Troxell
Financial Advisor
Financial Planner at
Modern Financial Planning

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I help tech employees navigate their careers and their equity. Our firm ensures that clients spend more time and energy on what matters to them. Since 2013 I've seen almost every situation tech employees can encounter when it comes to their life and their finances. This experience, plus the network I've built of adjacent professionals allows us to provide top notch advice that is unmatched in the industry. Growing up in a low-income household, and later working with "Ultra High Net Worth" clients at a prior firm, allows me to be able to relate to clients from almost every type of financial background.
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Specialties and Expertise

4
Tax Minimization Investment Strategies
Tax Preparation
High Net Worth Planning
Portfolio Construction

Clientele

7
Tech Employees
Software Engineers
Startup Employees
Tech Sales
High Net Worth Individuals
Women in Tech
Corporate Executives

Credentials and Designations

2
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Certified Public Accountant

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Series 65 - Uniform Investment Adviser Law Exam

Education

1
Northeastern UniversityBachelors Degree in Business Administration Concentrations: Finance and AccountingYear Obtained: 2010
Quick Facts About Mike
Years of Experience:11 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Tax Planning

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Investment Planning

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Investment Management

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Oakland, CA
Mike Troxell
Financial Advisor
Financial Planner at
Modern Financial Planning
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Profile last updated: 03-01-2025
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