Through a career dedicated to financial services, Michael Lawrence has garnered a wide-range of wealth management exposure from boutique to multinational institutions. His pursuit of a modernized approach to the industry led him to Heritage where he believes clients and their wealth are best served by a team of multiple professional disciplines within the family office model. Michael has an undergraduate degree in finance in addition to holding both CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® certifications. This allows him to expertly guide clients through comprehensive planning strategies – particularly those aimed at wealth preservation.
Based in San Diego, Michael has an appreciation for California’s natural beauty and takes pleasure in engaging with his community.