Who We Are and How We Can Help

President

As President and Founder of MWJ Wealth Strategies, Michael brings 22 years of experience to his firm. He provides services in all areas of financial planning including wealth management, retirement planning, estate conservation, estate planning, and tax advantage investing to clients nationwide. He is a member of the Financial Planning Association (FPA), Financial Services Institute (FSI), and Better Business Bureau (BBB). His practice was established in 2001 to build better relationships with clients and to offer his clients access to comprehensive investments, research and technology.

Michael is a CERTIFIED FINANCIAL PLANNER TM practitioner, meaning he is dedicated to furthering his education and pursuing some of the highest regards in the industry. CERTIFIED FINANCIAL PLANNER TM professionals undergo intensive training and follow a streamlined, dedicated process. Mike’s other credentials include Securities Registrations Series 7, 24, 63, and 65 and CA Insurance license.

Michael resides in Seal Beach with his daughter. He has been a Lakers season ticket holder for 21 years and is also a big Notre Dame fan. He enjoys spending time with his daughter, sports, wine tasting and traveling.

Director of Operations

As the Director of Operations, Alix supports the development and management of MWJ Wealth Strategies. Ever focused on the team approach, Alix continually looks for ways to align details with people for a positive client experience. Her role includes assisting with compliance, client relations by assisting with account openings, fund transfers and other client account servicing needs. In addition, she provides support to the team's advisors by handling key administrative and servicing functions. She is your connection in our office if you are not able to reach Michael.

Client Service Associate

Kelly Tweet joined our team in August 2019. She has 20 years' combined experience in Customer Service and Office Management.

In addition to daily office support, she enjoys maintaining our Client Relationship Management database, as well as recently adding Social Media Management to her duties.

Prior to this, she spent over 25 years in the Production/Purchasing/Supply Chain side of the Apparel Industry.

Kelly and her husband Mike have been together for 21 years. They love to spend time together with their dog, at their vacation place in Arizona.

Client Service Assistant

Laura is a Client Service Assistant, who supports Client Customer Service and manages Special Projects. Her role includes assisting with client relations by assisting with account openings, fund transfers and other client account servicing needs. She joined our team in 2017 and strives to provide our clients with the best service and experience.

Laura is married with two children. She loves staying active by playing tennis, hiking, and camping. She’s an avid reader, loves baking and enjoys spending as much time as she can with her family. She enjoyed a long career in the Apparel and Publishing industries prior to joining MWJ Wealth Strategies.