Mike Haddad is a managing director for the Private Wealth division and senior partner of Blue Trust.
As managing director, Mike focuses on setting vision for the California offices and leading his team in serving clients, as well as developing plans for future growth and expansion throughout California. In addition to his leadership role, Mike works with individuals to help them make wise financial decisions to experience clarity and confidence. He also helps entrepreneurs and business owners find harmony between their business goals and personal planning needs. Mike and his team consult on various financial planning issues and provide specialized investment management solutions to help clients establish legacy plans for future generations.
Mike earned his BA from California State University, Fullerton and also attended the University of California, Irvine, where he earned his Personal Financial Planning Certificate. Mike is a CERTIFIED FINANCIAL PLANNER® certificant.
Mike also serves on several non-profit boards throughout the country and enjoys spending time developing the next generation of business owners and entrepreneurs. In his spare time, Mike enjoys coaching his sons’ sports and surfing with his sons.
Mike and his wife, Becky, live in beautiful San Clemente, California with their three children.
