
MICHAEL G. THOMPSON |
Certified Public Accountant (CPA), Personal Financial Specialist (PFS), |
Mission Statement:
To be a quality provider of comprehensive wealth management services and financial planning to:We help individuals reach their financial goals and attain financial independence. Our goal is to help our clients get a good night's sleep and not worry about their financial future.
Education:
Bachelor of Arts, Economics, 1973
University of California, Davis
Masters of Business Administration, 1976
University of Southern California
Experience:
2005 – Present |
1st Global Advisors, Inc. – Investment Adviser Representative 1st Global Capital Corp. – Registered Representative Galligan, Thompson & Flocas, LLP - Partner Galligan & Company, CPAs, A Prof. Corp. – Owner Harb, Levy & Weiland, CPAs Donald Seiler & Co., CPAs |
Licenses:
Certified Public Accountant
Securities/Investment
Series 7 & 66 (registered with 1st Global Capital Corp./1st Global Advisors, Inc.)
Insurance
Life Agent – California Insurance License Number 0D13637
Other:
Member, American Institute of Certified Public Accountants
Member, California Society of Certified Public Accountants
Former Board Member, Millbrae Chamber of Commerce
Former Member, State Committee on Personal Financial Planning, California Society of CPAs
Former Chair, Personal Financial Planning Committee, Peninsula Chapter, California Society of CPAs
Our Lady of Angels – Former Member of the Parish Finance Council
Our Lady of Angels – Former Member of the School Board
Former Member of Committee to Select Chief Business Official for San Mateo Union High School District, 1998 & 1999