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Michael Zaninovich is an investment advisor representative with Robertson Stephens, a firm based in San Francisco, CA. Michael has been in the financial services industry since 2014 and has a Series 65 license. Michael focuses on providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Michael also holds a license as an insurance agent with Highland Capital Brokerage, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/22/2018 - Present
Robertson Stephens (San Rafael CA)
IA
Issued 02/18/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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