Michael Botkin
Member Status: Current
Member Since: 09-Jul-2006
Business Name:
Business Type: Financial
Website: www.preservationfinancial.net
Business License:
Professional License:
Contact: (858) 653-3939
Business Address:
9775 Businesspark Avenue Ste 160
San Diego, CA 92131
Overview
Mike Botkin is a well-known speaker in the San Diego community and mentor to financial professionals nationwide. He is President of Preservation Financial Insurance Services Inc. a firm that focuses on helping pre-retirees and retirees avoid the most common financial mistakes. Mike and his team of financial specialists have provided objective comprehensive and independent advice to his valued clients helping them to preserve their assets increase their income and reduce their taxes. Mike graduated from San Diego State University with a degree in business. Mike is a long-time San Diego resident and has been involved in the local community including his favorite charities and The La Jolla Community Church. Mike has been married to his wife Nancy for over 32 years and has 2 children Brady and Amanda. Our mission is to help individuals in or near retirement grow protect and preserve their assets for themselves and future generations. Our strategy is to create a plan that protects our clients from market volatility, unnecessary taxes, and the future cost of healthcare. We pride ourselves on building wealth, preserving wealth, and efficient wealth transfer to heirs.
Education
BS degree from San Diego State University in Business Administration
Associations
Overview
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Consumer Resources
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