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Mike F. Haddad

Mike F. Haddad, CFP®, CWS®

Managing Director
Orange County, CA

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Mike Haddad is a managing director for the Private Wealth division of Ronald Blue Trust.

As managing director, Mike focuses on setting vision for the office and leading his team in serving clients, as well as developing plans for the future growth and expansion of the office in Orange County, California. In addition to his leadership role, Mike works with individuals to help them make wise financial decisions to experience clarity and confidence. He also helps entrepreneurs and business owners find harmony between their business goals and personal planning needs. Mike and his team consult on various financial planning issues, provide specialized investment management solutions, and utilize the company’s trust platform to help clients establish legacy plans for future generations.

Mike earned his BA from California State University, Fullerton and also attended the University of California, Irvine, where he earned his certificate in personal financial planning. Mike is a CERTIFIED FINANCIAL PLANNERTM certificant.

Active in his community, Mike volunteers as a men’s Bible study leader at his church, and spends time in one-on-one discipleship with younger men.

Mike and his wife, Becky, live in beautiful San Clemente, California with their three children.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

The client's experience may not be representative of the experience of other clients and is not indicative of future performance or success.

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