Mike Daudet, Financial Advisor

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Corporate Executives
  • Retirement Income Strategies

About Mike

• Will I run out of money at some point in retirement?
• I have a bunch of different investments but don't really know what I’m doing.
• I’m getting killed on taxes — isn’t there anything I can do?
• How do I invest without risking that I lose all my money?
• How much should I be saving for retirement?
• I feel embarrassed that I don’t even know where to start.

How would you feel if you could confidently address all these issues?

That’s how I help my clients.

No one teaches us in school how to build a financial strategy and manage investments. So,...

Work History

  • Edward JonesAugust 2016 to Current

Education

  • San Diego State UnivMaster of Business Admin
  • Univ of Redlands-RedlandsBachelor of Arts and Science

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Reading
  • Camping
  • Pets

Team Members

  • Sara Ingrande
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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