Michael S. Sorenson, CFP
Certified Financial Planner
Michael Sorenson is an Investment Advisor Representative with LPL Financial. Mike began providing financial planning services to individuals in Southern California in 1986. He started with Thrivent Financial, moving on to the investment advisor and management positions with Wells Fargo Securities, First Union Bank, and WWH Insurance Services.
Mike specializes in retirement planning for individuals and business owners, using modern investment risk strategies to accumulate and preserve wealth up to and during retirement. He holds securities license 7 (general securities) and 65 (registered investment advisor) with LPL Financial, and a California Life, health and disability license. (CA Insurance Lic# 0709565)
Mike holds a bachelor's degree in economics from UCSD and has lived in the Ocean Hills area of Oceanside since 1988 with his wife Sandra and sons Eric and Jason, both graduates of Rancho Buena Vista High School. Mike enjoyed coaching youth sports and participates in softball and golf. Mike is an active member of the Oceanside Chamber of Commerce and is a corporate partner and volunteer with Casa De Amparo