Michael Souza

About Michael Souza

Koa Wealth Management, LLC is a registered investment advisor. Please visit our website for important disclosures California Insurance License #0D90160.CLIENT-DRIVEN RELATIONSHIPSMichael is the Chief Executive Officer, Chief Investment Officer and a Financial Advisor at Koa Wealth Management, a Registered Investment Advisor. Koa Wealth Management is proud to affiliate with Charles Schwab as its custodian and servicing platform for its clients assets. Koa Wealth Management was built with a singular focus on helping individuals and families achieve their most valued goals by helping them to build, protect and properly transfer their hard earned wealth. Koa Wealth is privileged to work with successful individuals that include Professional Services (Physicians, Attorneys, Sales, Consulting), Executives from public and privately held companies and the owners of closely held family businesses.PROCESS-DRIVEN RESULTS:As your family’s Personal CFO, we offer authentic and trustworthy financial advice and asset management services.We build relationships through shared values and trust built on transparency. We believe successful wealth management begins by embracing openness and honesty to keep everyone aligned and working together toward a common purpose.Our approach to your situation is unique, involved, and thorough. We desire to work with families and individuals who will enjoy and benefit from our approach to investing.Here at Koa Wealth Management® – we feel that our clients’ investment portfolios should reflect their long-term outlook on building wealth. Our Investment Management is focused on owning a collection of leading businesses and assets with large addressable market opportunities. We build portfolio’s using a CORE + Satellite approach.OPEN:We aren’t afraid to have hard conversations with our clients. Part of being your trusted advisor is steering you back on course when we see you making choices that aren’t in your best long-term interest.HONEST:Transparency is at the center of our client relationships. We use process-based reasoning for every decision we make on your behalf, and you’ll always be informed of the progress toward your financial goals.AUTHENTIC:Relationship informs every part of your financial decision-making; we treat our clients like people, not numbers. We get to know you so we can help you make the best choices for yourself, your family, and your community.Services: Personal CFO Services, Wealth Management, Financial Planning, & Experienced Financial Advice.

Experience

1. CEO Chief Investment Officer Financial Advisor

   Koa Wealth Management

   Jun 2018 — Present

   Our approach to your situation is unique, involved, and thorough. We desire to work with families and individuals who will enjoy and benefit from our approach to investing.Here at Koa Wealth Management® – we feel that our clients’ investment portfolios should reflect their long-term outlook on building wealth. Our Investment Management is focused on owning a collection of leading businesses and assets with large addressable market opportunities. We build portfolio’s using a CORE + Satellite approach.PERSONAL CFO SERVICESEach relationship starts with a thorough and collaborative evaluation covering wealth protection, growth of capital, and wealth transfer planning. We believe success begins with understanding your aspirations. Once this foundation is in place, we work together to create a plan that helps you attain those goals.ASSET MANAGEMENTOur asset management services are process driven to deliver a consistent experience over time. We are always ready to educate you on the why behind your investments, so you feel fully comfortable with the details of your financial strategy. Whether you want all the details or just the highlights, we tailor our approach to your preferences.FINANCIAL PLANNINGLike our asset management solutions, we adjust our planning services to your unique financial needs. The flexibility inherent in our planning services allows us to provide value to a variety of clients—from established individuals with financially-complex households to young professionals seeking guidance.EXPERIENCED FINANCIAL ADVICEThere’s no substitute for experience. We offer more than fifteen years of expertise in managing finances and providing counsel for entrepreneurs, professionals, and executives. Our experience provides perspective and objectivity as we approach your unique situation.

Education

• Northwestern University

  B.S., Political Science, Business

  1997 — 2001