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Michael Velazquez CPA/PFS, CFP®, MSP
Managing Director
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Nickname – “Mike”
“To know even one life has breathed easier because you have lived.
This is to have succeeded.”
– Ralph Waldo Emerson
What are two interesting facts about you?
I was born in Cuba. I have a Masters Degree in Psychology.
What is something [people in your industry/niche] have to deal with that you want to fix?
It´s mind boggling to me that in this era of regulatory scrutiny there are still unscrupulous advisors chasing commissions without regard to clients best interests.
What do you do at Bridge?
Oversee and manage our financial planning process with emphasis and focus on tax advice.
What are your credentials/past experience, for working in your position?
Senior Wealth Advisor acting as a liaison between Bridge Advisory and our affiliates at The Accountancy (see The Accountancy section), with the primary objective of attaining and coordinating strategic goals of our clients fínancial plans and their related tax attributes.
What’s your Archetype?
Campaigner Personality, ENFP-A
What do you like about working at Bridge?
The people and the work. We are redefining professional wealth management.
What’s your background?
CPA and Tax Professional
What are the Bridge Advisory Core Values that drive you?
Innovation, Integrity and Empathy
Your top three favorite Podcasts/Books?
Don Quijote de La Mancha, 100 Years of Solitude, To Kill a Mockingbird.
What do you enjoy doing when you are not working?
Golf, Baseball (Dodgers) and Wine.