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Michael Velzo

Michael Velzo

Wealth Advisor

Michael enjoys helping organizations and individuals develop comprehensive financial strategies. After graduating from the University of Michigan, he began his career on the trading floors and clearing house of the Chicago Mercantile Exchange. Building upon this foundational experience, his career has included roles within the areas of Financial Operations, Trading, and Risk Management.

Michael resides in San Anselmo, and has a passion for the outdoors. He is an avid trail runner, counting completion of two marathon distance events among his most significant personal achievements. Additionally, he serves on the board of the Felidae Conservation Fund, a Mill Valley based non-profit dedicated to preserving wild cats and their habitats.

CA Insurance License #OL74916