Michael Vogel
CFA, CFP®
GenCap Portfolio Management
Portfolio Manager
Michael Vogel
CFA, CFP®
GenCap Portfolio Management
Portfolio Manager
We take the time to completely understand all the pieces of your financial puzzle so that we can put together a plan that will work for you in both the near term and through the many changes that take place over a lifetime. - Michael Vogel, CFA, CFP®
Fee-Only financial planner located in Tiburon, CA, serving clients locally and across the country
Michael Vogel is a Tiburon, CA fee-only financial advisor serving clients locally and across the country. GenCap Portfolio Management provides comprehensive financial planning to help clients across generations organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Vogel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michael Vogel has 30 years of investment experience in institutional fixed-income, real estate, insurance and private client portfolio management. Prior to joining GenCap, Mike worked for Quantum Capital, where he was responsible for managing private client accounts. Mike earned a bachelor’s degree in Managerial Economics from University of California, Davis. He holds both the Chartered Financial Analyst (CFA) designation and the Certified Financial Planning (CFP®) designation. Mike began his career as an institutional fixed-income salesman working for Paine Webber, Sutro & Co., Piper Jaffray, and Fidelity Capital Markets. He is a member of the CFA Society of San Francisco.
GenCap is an investment management firm for investors who deserve it all. We offer consistent performance and trusted relationships. We truly care about you and preserving and growing your wealth.
Our firm philosophy is to take an expanded view of wealth management. We know that investment management is more than just creating a well-constructed portfolio. It’s helping generations preserve their wealth and heritage. Nothing gives us greater satisfaction than taking care of the people who have placed their trust in us.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Vogel 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.
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Michael Vogel is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Michael Vogel is a Verified Wealthramp Financial AdvisorPlenty of people call themselves a “financial advisor”. But very few meet the standards of Wealthramp.
Wealthramp is a curated network of established and highly qualified fee-only advisors, and every member is personally interviewed and evaluated by founder Pam Krueger. As an award-winning personal finance journalist, Pam has spent the last 25 years advocating for and educating consumers on how to make the most of their money, and the importance of working with a Fee-Only financial advisor.
Contact Michael Vogel
Office Locations:
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1100 Mar West Street
Suite C
Tiburon, CA 94920
