Business Description:
Mike assists his clients with their risk management, wealth accumulation, and tax minimization problems. He specializes in insurance, retirement, business and estate planning. He brings his experience to the members and referrals from Network San Diego. He is supported by his team of estate, business and retirement planning experts.
Services:
Financial Needs Analysis: Taking an in-depth look into the financial goals and objectives of your personal and business situation. "We help individuals and families set and achieve their financial goals." We deal with most types of Insurance and Investment products.
Business & Personal Bio:
Michael Poltorak is an Insurance and Investment Professional who has been helping people with their financial goals since 1991. During his career he has been an agent, management assistant, technology specialist, marketing coordinator, associate manager, and regional manager for several major insurance companies. His extensive experience includes life and disability, long term care insurance sales, securities sales, advanced computer applications, case preparation and design.
Active in the insurance industry, Mike has served on the Board of Directors for the San Diego Association of Insurance and Financial Advisors (SDAIFA). He has been a member of the San Diego Chapter of the Society of Financial Service Professionals, and has served on the board of directors of the Financial Planners Association (FPA). He was a past and charter President and member of Network San Diego.
Michael Poltorak is a Registered Representative of Equity Services, Inc. and offers securities in California. He is also insurance-licensed in California (CA Ins. License 0831066), Ohio, Florida, Missouri and Washington. Securities are offered solely through Equity Services, Inc, 9909 Mira Mesa Blvd, San Diego, CA 92131 (858)530-2541. Poltorak Insurance and Financial Services is independent of Equity Services, Inc.