Michael W. Olff, EA, CFP

  • 1997 - Bachelor of Science in Human Biology - National University of Health Sciences
  • 1979 - Doctorate of Chiropractic from the National University of Health Sciences
  • 1990 - Board Eligible Neurology
  • 1979 - 2008 - Private practice in Chiropractic Medicine in Hayward and Discovery Bay
  • 2008 - Completed the Certified Financial Planning program - Boston University
  • 2008 - Joined Stahlschmidt Financial Group
  • Licenses held: Securities, Life/Healthllong Term Care and Disability Insurance, Private Client Tax Preparation, Investment Advisor Representative (IAR)
  • Primary client emphasis is comprehensive financial planning, retirement planning, investment/asset management
  • For many years, Mike has counseled family and friends on various financial matters....so it was natural that a few years ago, while still a chiropractor, Mike decided to start undertaking the rigorous training required to obtain his Certified Financial Planning certification. Mike has now sold his chiropractic practice and devotes his full time to the financial planning field...helping other chiropractors, healthcare providers and clients achieve their financial goals and independence
  • Mike and his wife Carol have 4 children, Kathleen, Bryan, Kiel and Ryan. They have lived in the Bay Area for 32 years. His hobbies, in addition to being an accomplished musician, include golf, skiing and Napa Vailey trips
For Individuals For Business Owners
Comprehensive Financial Planning Business Succession Planning
Estate Planning Buy-Sell Programs
College Funding Group Medical Plans
Retirement Planning Group Long Term Care
Securities/Managed Assets Qualified Retirement Plans
Life/Disability/LTC Insurance Deferred Compensation Plans
Annuities-Fixed/Indexed/Variable Key Employee/Executive Benefits

 

Our Location

Gateway Financial Advisors Inc.
1801 N. California Boulevard #106
Walnut Creek, CA 94596
Mike: 925.322.8067
Jim: 925.322.8064

Latest News

Financial and Economic Brief - October 1, 2020

• What is the FED saying about interest rates now? - Interest rates effect virtually every financial decision Americans make; from buying a home, buying a car, or charging purchases to a credit card.

• Here it is in a nutshell – Evaluating Economic Sectors - When media pundits, bankers, and government officials discuss the economy, frequently it is difficult to fully grasp the implications and their effect as a whole.

• Technology Trends for the Next Decade - 25 hot technology trends that will continue to influence the global economy and how they will affect how we manage our investments and savings.

Financial and Economic Brief - September 3, 2020

• Are people moving out of the cities to suburbia? - There has been a lot of buzz around whether the Covid-19 Pandemic has more people fleeing the large cities for the suburban life.

• The Best New Careers of 2020 – It’s no longer a secret! - Many people often wonder what jobs will produce the best possible future for themselves and their families.

• Retirement Savings Tips for 45 – 54 Year Olds - Retirement planning is always a challenging process. This is generally because individual goals change and the cost of living is a moving target.

Financial and Economic Brief - August 4, 2020

• A Q2 Economic Evaluation - Now that the American Economy has gone through at least one quarter of Covid-19, we have an opportunity to glance back at the equity markets to see how they performed.

• International Monetary Fund’s Latest Update - Countries around the world share the same apprehensions about financial health of economies as well as physical health of the people.

• Top 10 Technology Trends of 2020 - The rapid growth of technology is paving the way for career growth in 10 different but connected areas.

Financial and Economic Brief - July 3, 2020

• The Trend in Wage Growth and Spending - The country’s unemployment rate has leveled off and Americans have shown remarkable resilience in the face of high unemployment numbers.

• Mortgage Rates are the Lowest in Years - For individuals and families who are looking to buy a new home, interest rates are low and expected to potentially go lower.

• Where are Oil Prices Headed? - Decades ago no American would have believed that the price of a barrel of oil would drive a wedge between OPEC oil producing nations.

Financial and Economic Brief - June 2, 2020

• Payroll Protection Program Gets Necessary Adjustments - Businesses that have secured a Payroll Protection Program loan from Uncle Sam may be looking at legislation to ease the requirements for loan forgiveness.

• What’s Ahead for Treatment or Cure of Coronavirus? - Americans are eager for one of the many drug companies to develop a vaccine for the Coronavirus.

• The Fed’s Latest Cash Infusion - The future of the US Economy has been bolstered by the efforts of the Federal Reserve Bank to smooth-out the disruptions caused by the Coronavirus.

Financial and Economic Brief - May 6, 2020

• Here are Important Social Security Changes for 2020 - For today’s retired Americans, it frequently represents a healthy amount of their monthly income.

• Did the SECURE Act Kill the Stretch IRA? - Individuals who have successfully used IRA’s as an estate tax planning tool may be trying to find new ways to leave assets to named beneficiaries in a way that minimizes the long-term effects of the estate tax.

• Warren Buffett has Sold Berkshire Hathaway’s Position in Airline Stocks - The Oracle of Omaha doesn’t always get it right (but so far his track record has been mighty impressive!)

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