Michael is a Principal at The Maresh Yoshida 401k Group. He manages the overall investment process, meets with your investment committee, and oversees your fiduciary management process. He specializes in plan provider analyses, plan design, investment selection and fiduciary standards. He is an expert in the plan management software that firm uses among its clients.
Michael has extensive training in the area of fiduciary standards and has obtained the Accredited Investment Fiduciary Analyst (AIFA®) designation. He has also received his Chartered Retirement Plan Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®) designations, as well as his Series 7 and Series 66 licenses.
Michael is a graduate from The University of Texas at Austin and resides in Austin with his wife and two children.
