Mike Halper
CFP®, MPAS®, CRPC®, AWMA®, APMA®, CDAA, CSRIC®, SE-AWMA®™,
Escient Financial
CERTIFIFED FINANCIAL PLANNER™ professional & Investment Advisor
Mike Halper
CFP®, MPAS®, CRPC®, AWMA®, APMA®, CDAA, CSRIC®, SE-AWMA®™,
Escient Financial
CERTIFIFED FINANCIAL PLANNER™ professional & Investment Advisor
As your trusted advisor, my mission is to empower you to be an active and equal participant in planning your financial future. My goal is for you to live your best life and to have a prosperous retirement. - Mike Halper, CFP®, MPAS®, CRPC®, AWMA®, APMA®, CDAA, CSRIC®, SE-AWMA®™,
Fee-Only financial planner & investment advisor located in Simi Valley, CA, serving clients locally and across the country.
Escient Financial is an independent, fiduciary, fee-only financial planner located in Simi Valley, CA. Escient Financial provides comprehensive financial planning and investment advisory services with simple flat monthly fees to help clients improve their lives and build financial prosperity for their future. Escient Financial specializes in cryptocurrency and digital assets, and uses the latest technology, blended with tried-and-true techniques, to provide you with consistent, honest, simple-to-understand, and wise advice regarding your financial situations. As an independent, fee-only, fiduciary financial advisor, Mike Halper is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hello there! I am Mike Halper and I started Escient Financial to make a positive impact on people’s lives. As your trusted financial planner and advisor, my mission is to work with you and empower you to be an active and equal participant in planning your financial future. My goal is for you to live your best life and to have a prosperous retirement. With our work together we'll get you there.
I am a CERTIFIED FINANCIAL PLANNER™ professional through the CFP Board and have a Master of Science degree in Personal Financial Planning. I have also received the following certifications and designations: Master Planner Advanced Studies™ (MPAS®), Certified Retirement Planning Counselor℠ (CRPC®), Accredited Portfolio Management Advisor℠ (APMA®), Accredited Wealth Management Advisor℠ (AWMA®), Sports & Entertainment Accredited Wealth Advisor℠ (SE-AWMA℠), and Chartered SRI Counselor℠ (CSRIC™).
In digital assets and cryptocurrencies, I am a Certified Digital Assets Advisor (CDAA), RIA Channel Certified in Digital Assets through the Nasdaq Advisor Academy, and am a recipient of the Certificate in Blockchain and Digital Assets. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Fee-Only Network, and PlannerDAO.
Mike Halper is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Escient Financial is a fee-only financial planning and investment advisory firm focused on helping you build financial prosperity for your future. Escient Financial uses the latest technology, blended with tried-and-true techniques to provide clients with consistent, honest, simple-to-understand, wise advice regarding their financial situations.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Digital Assets & Cryptocurrency
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Business Planning
- Cash Flow & Budgeting
- Debt Management
- Emergency Fund Planning
- Employee Benefits Optimization
- Estate Planning
- Insurance Review
- Risk Management
- Social Security Planning
- Real Estate Investing
Ideal Clients
- Entertainment Industry Professionals
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Adoptive Families
- Foster Families
- Resource Families
- SRI & ESG Investors
- Impact Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Mike Halper is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Mike Halper is a Master Planner Advanced Studies℠ Professional (MPAS®)MPAS® designees have completed a Master of Science degree with a major in personal financial planning or financial analysis. The program consists of 36-43 semester credits and delves into personal financial planning or investment-related content. Graduates are required to demonstrate critical thinking skills and problem-solving techniques. Additionally, individuals must complete assignments, projects, research, and papers and meet all graduation requirements for the Master of Science degree.
-
Mike Halper is a Sports & Entertainment Accredited Wealth Advisor™ (SEAWMA)Individuals who hold the SE-AWMA™ designation have completed a course of study encompassing qualitative planning, trusts, investments, cash flow, budgeting, tax planning, business planning, estate planning, employee and retirement benefits for high-net-worth sports and entertainment clients. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
-
Mike Halper is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
-
Mike Halper is a Certified Digital Asset Advisor (CDAA)Certified Digital Asset Advisors are educated in both the traditional and digital financial world. Advisors go through in-depth training and education in 5 core aspects of cryptocurrency, blockchain technology, and decentralized finance to provide investors with the highest level of service and education. Financial advisors that have completed the CDAA course and passed the exam have demonstrated competency in understanding how digital assets work, the role they play, the risks that follow, and how they can fit into your financial picture.
-
Mike Halper earned the Certificate in Blockchain and Digital Assets℠Financial professionals who hold the Certificate in Blockchain and Assets℠ issued by Digital Assets Council of Financial Professionals (DACFP) have earned the essential knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital asset management. Graduates of the Certificate program have taken the only course of its kind about this emerging ecosystem created for financial advisors by leading financial advisors.
-
Mike Halper is an Accredited Wealth Management Advisor® (AWMA®)Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
-
Mike Halper is an Accredited Portfolio Management Advisor (APMA®)Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
-
Mike Halper is a Chartered SRI Counselor™ (CSRIC™)Individuals who hold the CSRIC™ designation have completed a course of study encompassing the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing. This program was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment -- the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
-
Mike Halper is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Mike Halper is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Escient Financial is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
-
Mike Halper is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Mike Halper
Office Locations:
-
By Appointment Only
Simi Valley, CA 93065
