Shalhoub Financial

President, Founder & CEO

805.845.3448
michael@shalhoubfinancial.com

Shalhoub Financial operates with the paradigm that a natural byproduct of our vision will be a prosperous long term relationship between client and advisor. Striving for excellence is embedded in the core of who we are.

We specialize in creating an approach that is designed to address your individual situation. We focus on the following:

Portfolio Optimization
Investing principles and strategies
Risk management
Tax efficient investments
Retirement investing and distribution strategies
Estate conservation issues

We also can answer your questions, including:

Are my investments working hard enough?
How should I grow my nest egg?
Am I taking an appropriate amount of risk?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
When can I retire?


No one solution fits everyone, which is why every client gets our undivided attention – from planning to implementation to follow-up. We take a proactive approach to helping you develop a strategy to accumulate and preserve wealth, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and manage those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call our office. We would be happy to answer any questions you may have.