Mike F. Haddad

Mike F. Haddad, CFP®

Managing Director, Partner
Orange County, CA
mike.haddad@bluetrust.com
(949) 404-5070
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Mike Haddad is a managing director for the Private Wealth division and partner of Blue Trust.

As managing director, Mike focuses on setting vision for the California offices and leading his team in serving clients, as well as developing plans for future growth and expansion throughout 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 and 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.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our 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.

Jim & Norma W.Lake Elsinore, CA

Slide Title

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

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our 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.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by 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. CFP Board 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.
**All financials are as of 6/30/24 and subject to change.
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