Michael Brody has worked in the financial services industry and more specifically with employer-sponsored retirement plans for nearly 20 years. He brings a broad range of client-facing experience, including direct experience managing plan sponsor and advisor relationships, delivering enrollment and financial wellness meetings to employees, servicing client accounts, and providing plan design consulting services to sponsors. Michael has also had significant experience working on various process improvement initiatives, including LEAN management.

Michael holds a B.S. in Management, with dual concentrations in Finance and Marketing, from Binghamton University, and an M.B.A. in Management from the W. P. Carey School of Business at Arizona State University. 

Michael holds Series 6, 63, and 65 licenses through FINRA, and a California Life Insurance Producer’s License. He’s completed Levels I and II of the Chartered Financial Analyst (CFA) Program and holds the following industry certifications: Accredited Investment Fiduciary (FI360); Certified Plan Fiduciary Advisor (NAPA/ASPPA); Retirement Plans Associate (IFEPB); Tax-Exempt and Governmental Plan Counselor (NAPA/ASPPA).

Michael has volunteered regularly as a financial wellness educator in his hometown of San Francisco, CA, through Junior Achievement of Northern California, as well as directly with San Francisco Unified School District.

Michael and his wife live in San Francisco. They enjoy spending time with their daughter, family, and friends, as well as traveling internationally.

Michael is bilingual, speaking English and Spanish.