Michael Henry, CRC
Co-Founder, Managing Broker - DOI 0N10513
Co-Founder of M&M Wealth Associates. Michael is a dedicated advocate for financial literacy, specializing in risk mitigation with the belief that addressing financial illiteracy is crucial for achieving financial success in the U.S. With only 14% of Americans on track for a successful retirement, Michael’s mission is to change that statistic. As a Certified Retirement Counselor, Michael prioritizes financial security and peace of mind for all his clients.
Michael takes the time to understand his clients’ financial, emotional, and mental landscapes, allowing him to provide customized solutions tailored to their unique needs. Michael’s approach is rooted in patience, kindness, and compassion, as he firmly believe that financial health is deeply intertwined with mental well-being. Together, Michael and the M&M team create comprehensive plans that not only safeguards their client’s assets but also nurtures their overall wellness.
Michael takes the time to understand his clients’ financial, emotional, and mental landscapes, allowing him to provide customized solutions tailored to their unique needs. Michael’s approach is rooted in patience, kindness, and compassion, as he firmly believe that financial health is deeply intertwined with mental well-being. Together, Michael and the M&M team create comprehensive plans that not only safeguards their client’s assets but also nurtures their overall wellness.
Matthew Wu, MBA, CRC
Co-Founder, Managing Broker - DRE 01881143, DOI 0M09342
Co-Founder of M&M Wealth Associates, Co. Matthew is a passionate advocate for financial security and believes in the importance of protecting people’s wealth. Matthew combines his expertise as a real estate broker with a holistic approach to financial planning, recognizing that real estate can play a vital role in a successful retirement strategy. Leveraging his MBA from UCLA, credentials as a Certified Retirement Counselor and technological background, Matthew’s mission is to provide peace of mind through personalized financial solutions. He understands that there is no one-size-fits-all approach; identifying the unique goals of his clients and crafting tailored strategies is his specialty.
Driven by commitment to helping others achieve their financial dreams, Matthew and the M&M team bring a diverse perspective to his work, guiding clients toward a secure and fulfilling future.
Driven by commitment to helping others achieve their financial dreams, Matthew and the M&M team bring a diverse perspective to his work, guiding clients toward a secure and fulfilling future.
