About Michael
Michael D. Gattuso is a seasoned financial advisor with a dedication to his clients' well-being. Since 1994, he has been committed to building strong relationships and assisting clients in reaching their financial and investment objectives. Unlike advisors tied to a specific parent company, Michael operates independently, ensuring that his loyalty lies solely with his clients.
With a tailored approach to portfolio management, Michael crafts personalized strategies aligned with each client’s unique goals, preferences, and comfort levels. As a Registered Investment Advisor, he upholds the fiduciary standard, prioritizing clients’ best interests in all recommendations.
Michael’s diverse clientele spans non-profits, endowments, small business owners, physicians, and individual investors. Regardless of their background or financial status, he treats all clients with respect and delivers high-quality service.
Drawing from over three decades of experience, Michael has cultivated an extensive professional network to support his corporate retirement, estate, and trust clients. He leverages these connections to provide comprehensive service and administration.
Outside of his professional endeavors, Michael is deeply involved in philanthropy, serving on multiple non-profit boards and sponsoring charitable events and fundraisers. Giving back to the community is a core value for him.
Family holds great importance in Michael’s life, and he cherishes spending quality time with loved ones, including his two rescue dogs. Cooking for friends and loved ones brings him joy, reflecting his warm and generous spirit.
Overall, Michael D. Gattuso’s commitment to his clients, dedication to philanthropy, and appreciation for family define his approach to both his professional and personal life, making a positive impact on those around him.
Celebrating 30 years of Service 1994-2024
Financial Planning
Crafting a robust, long-term investment strategy customized to your individual circumstances is essential for achieving your financial objectives. Our methodology revolves around tailoring a personalized approach to precisely match your requirements, ensuring the development of an investment plan perfectly aligned with your goals and aspirations.
Asset Management
To better support your financial goals, we'll ensure your investments are well-diversified through strategic asset management. Diversification, spreading your assets across various classes, is a proven long-term strategy in any market. Your investment objectives, time horizon, and risk tolerance will shape your asset allocation, finding the optimal balance for you. While asset allocation doesn't promise higher or steady returns or protect against loss, we'll collaborate with you to construct a personalized portfolio using sound asset management principles.
Small Business Planning
For small business owners, astute business planning can serve as a crucial shield against the common pitfalls that often lead to the demise of many ventures. We specialize in guiding you through the selection of employee retirement, benefit, and insurance plans, providing your company with the competitive advantage necessary for sustained prosperity.
Retirement Planning
With longer retirement periods becoming the norm, individuals may spend up to a third of their lives in retirement. Proactively planning for retirement is a pivotal decision—one of the most crucial you'll ever make. Achieving a comfortable retirement necessitates thorough strategic planning. We'll evaluate your current position in relation to your retirement objectives and then guide you along an investment path to potentially achieve them.
Estate Planning
Estate planning goes beyond tax savings for the affluent. A well-crafted estate plan ensures the effective preservation and transfer of wealth to your loved ones. It also provides the necessary liquidity to settle estate taxes, easing their financial burden. At Gattuso Financial Services, we collaborate with your tax and legal advisors, or assist in selecting estate planning specialists to meet your needs. Together, we'll safeguard, manage, and distribute your assets for the benefit of your loved ones and philanthropic endeavors.
Customer Relationship Summary
Address:
Addresss Line
Santa Clarita, CA 91351
Contact Info:
Phone:
818-660-1659
661-480-2372
818-659-7268 fax