Our Team

Michael Laine has been providing sound investment and insurance advice to his clients since 1983. A native of Great Britain, Michael graduated from Bangor University with a Bachelor of Science degree, magna cum laude. As a CERTIFIED FINANCIAL PLANNER® he continues to stay abreast of developments in his field to ensure that his clients receive the latest and most comprehensive information.

Michael Laine is a Registered Principal with LPL Financial. He earned the designation of CERTIFIED FINANCIAL PLANNER® in 1986 and has been a member of the Financial Planning Association since 1983.

When asked to discuss his working philosophy, Michael speaks with sincerity and conviction: “as your financial coach, my goal is to have lifelong relationships with you and your families. We work with you to create your financial roadmap to ensure all of your financial issues are addressed”. Michael is trained as a Money Coach which helps you understand your behavior around money – often a taboo subject and challenging issue to discuss with family and friends.

Through outstanding service and commitment to excellence, Michael has built a solid client base and expands his business through referrals from satisfied clients. He strives to understand through comprehensive communication, each client’s financial goals and needs and to give each client the personal attention necessary for a successful and productive investment experience.

Active in the community, Michael is a current member and past President of the British American Business Council of Los Angeles and he currently serves as Treasurer for the Spirit of Youth Foundation. In his leisure time he enjoys golf, sailing and spending time with his family.