Mike Savarese
Financial Services
Presidential Brokerage
5920 Friars Rd, #206
San Diego, CA 92110
Direct: (619) 684-1086
Cell: (619) 925-7097
Tollfree: (800)926-1288
Fax: (619) 684-1456
Presidentialbrokerage.com
msavarese@presidentialbrokerage.com
Mike Savarese
Mike Savarese has devoted his professional life to helping his clients achieve their financial goals and enjoy a worry-free retirement. Now in his 25th years as a financial advisor, Mike has managed assets in excess of $100 million in his career. And although that period includes market gyrations and political upheavals, Mike has maintained a consistent business philosophy predicated on integrity and personal service.
Mike’s many areas of financial expertise include helping retirees transition to the distribution phase of their investing lives. He offers practical solutions to help disperse retirement assets as tax-efficiently as possible, while ensuring a financial legacy for future generations.
Mike Savarese is educated in Italy, Spain, and in the United States. He worked in the aerospace industry before joining Drexel Bernham Lambert in 1984, where he was Senior Vice President of Investments. Mike also was First Vice President at Prudential Securities, and at Sutro & Co. He is currently a Senior Vice President at Presidential Brokerage, where he hold six different professional licenses in the investment and insurance area.
For the past 11 years, Mike has been a commentator on local Radio and is currently on KCBQ AM 1170 , discussing market trends and helping callers navigate the pit-falls of the financial markets. He co-hosts a regular program on personal finance, “Your Money, Your Life,” which airs Saturdays from 2 to 3 pm.
Mike has three children, and in his leisure time he enjoys racquetball and deep sea fishing. He is also a soccer referee for AYSO, and is a volunteer for the Special Olympics.
The Presidential Brokerage,Inc. Mission
The Mission of Presidential Brokerage is to make a positive difference in the lives of our clients and their families by providing insightful, ethical, caring and individualized financial guidance.
Our Commitment
Our goal is a simple one — to help you achieve your financial goals through intelligent investment guidance. Presidential helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family. We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future. Personal attention and dedication to each client reflects our commitment to providing service which exceeds expectations. We are also committed to maintaining the very highest ethical and professional standards. And — importantly — to always treat others the way we, ourselves, would like to be treated.
Foundation
Presidential Brokerage is approaching its twenty-year mark. Since our founding in 1991, there have been profound changes throughout the financial services industry and society as a whole. Together we have witnessed maturing of the baby boomers, war time, peace time, booms and bubbles, good times and bad times. The financial landscape — with new, innovative products and solutions — has changed as well. Today there is a more serious side to money matters than ever before. It’s not simply about accumulating assets today — it is about designing ways to use those assets wisely for fully enjoying healthful and prosperous retirement years and to make sure that the planning you do will pass more of your hard-earned wealth on to your family-and to keep Uncle Sam from being first in line to inherit your retirement funds.