As President and Founder of MWJ Wealth Strategies, LLC Michael brings 22 years of experience to his firm. He is affiliated with LPL Financial and provides services in all areas of financial planning including wealth management, retirement planning, estate conservation, estate planning, and tax advantage investing to clients nationwide. He is a member of the Financial Planning Association (FPA), Financial Services Institute (FSI), and Better Business Bureau (BBB). His practice was established in 2001 to build better relationships with clients and to offer his clients access to comprehensive investments, research and technology.
Michael is a CERTIFIED FINANCIAL PLANNER TM Practitioner, meaning he is dedicated to furthering his education and pursuing some of the highest regards in the industry. CERTIFIED FINANCIAL PLANNER TM professionals undergo intensive training and follow a streamlined, dedicated process. Mike’s other credentials include Securities Registrations Series 7, 24, 63, and 65 through LPL Financial and CA Insurance license.
Michael W. Jowdy has been recognized several times by LPL Financial as a top advisor and most recently was named to the LPL Financial Chairman's Club. This premier honor is awarded to less than 5% of the firm's approximately 16,000 advisors nationwide, and is based on an annual production of all registered advisors supported by LPL.
Michael resides in Seal Beach with his wife and daughter. He has been a Lakers season ticket holder for 21 years and is also a big Notre Dame fan. He enjoys sports, traveling, wine tasting and spending time with his family.