Michael Stokes
The Financial Coaching Group specializes in retirement and income planning. Through our personalized Retirement Analyzer process, we are able to help clients answer the most important retirement questions. Our investing clients utilize our low-cost, prudently managed mutual funds through our strategic partners. Our independent advise allows us to work with most of the top-rated insurance companies and their world-class solutions.
Michael’s goal is to help people get to the root cause of their investing & planning problems so it never recurs. He specializes in retirement planning, IRA & 401k rollovers and helps individuals & families retire safely without running out of money.
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Michael Stokes is president of The Financial Coaching Group. He began his career in the financial services industry in 1998. He worked with an estate and insurance planning company until he started his own practice in 2004. Michael is a registered investment advisor and licensed California insurance agent.
He teaches individuals as well as businesses throughout many states about financial and insurance planning. He has been a national trainer for advisors on proper home equity management and prudent asset optimization. The primary objective of the Financial Coaching Group is to provide clients with truth about investing so that they can make educated choices about their financial future. The Financial Coaching Group specializes in retirement and income planning.
Passionate about delivering this message, Michael excels in coaching his clients to understand how investments work and how prudent investing is accomplished. He also teaches and advises individuals about the deadly investor traps that destroy wealth and how to avoid making these mistakes. Michael has written numerous publications on issues dealing with financial planning, prudent investing, insurance preparedness, and estate and tax planning concepts.
Michael & Arlene Stokes
A native to southern California, Michael studied business finance at Long Beach State University. He worked for 13 years in a privately held family transportation business and was the Chief Operations Officer and Chief Financial Officer. Michael works with his wife, Arlene, in the business. They have one beautiful daughter. Michael has two brothers, two sisters, 23 nieces and nephews, and resides with his family in Orange County, California.