Michael McDonough brings experience helping business owners and executives develop financial strategies designed to address their investment, insurance and retirement objectives. Services include:

• Business Owner and Executive Strategies
• Comprehensive Employee Group Benefits
• Qualified and Non-Qualified Plans
• Estate Planning and Wealth Transfer Strategies
• Individual Financial and Retirement Reviews

EXPERIENCE:

• 30+ years of financial industry experience; 12+ years with Principal®
• Held Branch Manager positions for several Investment Banking/Brokerage firms
• Was Chief Operating Officer of the Shemano Group, a San Francisco based Investment Banking firm

INTERESTS:

• Alameda Chamber of Commerce Past President
• Alameda Boys & Girls Club Board of Directors
• Artist, Musician, Author and Public Speaker

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