Mike F. Haddad, CFP®
Managing Director, Partner
Orange County, CA
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Services Offered
Mike Haddad is a managing director for the Private Wealth division and partner 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 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 Personal Financial Planning Certificate. Mike is a CERTIFIED FINANCIAL PLANNERTM certificant.
Mike also serves on several non-profit boards throughout the country and enjoys spending time developing the next generation of business owners and entrepreneurs. In his spare time, Mike enjoys coaching his sons’ sports and surfing with his sons.
Mike and his wife, Becky, live in beautiful San Clemente, California with their three children.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.