Mike Malik and Rattan Dodeja recently joined forces and formed the Holistic Private Client Group, to bring a comprehensive approach to wealth management.
They offer a “no strings attached” introductory meeting, to learn about the overall financial and personal lives of their clients. This is vital, to help identify the unique goals clients have more clearly, and to address both immediate and short term needs, while accounting for risk. By collaborating with clients’ other trusted professionals, attorneys, and CPA’s, their holistic concept is truly honored and fulfills their service mission.
Strategies, plans and portfolios are customized according to the individual circumstances of each client, no matter what stage of life they’re in, or their business needs. It is this personal care which cements relationships for the long term, based on mutual respect and trust. They rely upon their professionalism, knowledge, and attention to detail to earn the trust for which the Group is known.
FINANCIAL ADVISOR
EXECUTIVE DIRECTOR-INVESTMENTS
Mike is a Financial Advisor with the Holistic Private Client Group at Oppenheimer & Co. Inc. in San Francisco. Originally from Wisconsin, he attended Marquette University and has been in the Bay Area for almost 20 years. He is a life-long competitive tennis player and lives with his family in Marin County. As a newer Rotary Club member in San Rafael, Mike is eager to serve his local community.
Mike has over 23 years of industry experience and currently holds the Series 6, 7, 63 and 65 licenses. He holds the Certified Investment Management Analyst® and the Chartered Retirement Planning Counselor℠ designations. Mike is also licensed as an agent for accident and health and life-only insurance in the state of California (CA Lic.# 2092323).
BRANCH CONTROL OFFICER
DIRECTOR
SENIOR FINANCIAL ASSOCIATE
Registered