I enjoy helping individuals and organizations develop comprehensive financial strategies - providing access to wealth management, customized group benefits, and retirement plans. I pride myself on listening to my clients, providing concierge level service, and implementing innovative strategies ...more

I enjoy helping individuals and organizations develop comprehensive financial strategies - providing access to wealth management, customized group benefits, and retirement plans. I pride myself on listening to my clients, providing concierge level service, and implementing innovative strategies addressing each client’s individual needs. After graduating from the University of Michigan, I began my career on the trading floors and clearing house of the Chicago Mercantile Exchange. Building upon this foundational experience, my career has included roles within the areas of Financial Operations, Trading, and Risk Management. I currently reside in Marin, and have a passion for the outdoors. I am an avid trail runner, counting completion of two marathon distance events among my most significant personal achievements. CA Insurance License #OL74916 Michael Velzo is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA & SIPC, please refer to the contact info section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Jackson Square Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Michael earned the Accredited Investment Fiduciary (AIF®) Designation in 2020. Attainment of the AIF® Designation demonstrates understanding of the Prudent Practices® and methodology.less