portrait of Michael E Lund
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About Michael

My passion for helping people began early in life when I enlisted as a Navy Corpsman with the Marines. I operated as a combat medic and paramedic on Camp Pendleton. Simultaneously, I watched a dear family member living a less than ideal lifestyle due to financial hardship.

Once I ended my Active Duty enlistment, I felt pulled toward serving others in a different capacity. I cut my teeth in customer service with Enterprise Rent-A-Car for six years in Orange County. While I was improving my ability to deliver client excellence, I was not in the career I was called to. My...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Camping
  • Personal Fitness
  • Outdoor Enthusiast
  • Music
  • Health & Nutrition

Team Members

  • Daisy Fleishman
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri Closed
Sat Closed
Sun Closed

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