Michael Steven Ginsberg

Employer firm

Ginsberg Financial Strategies CRD 161151

$74.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → Present
  Michael S. Ginsberg, Cfp, Llc
  Walnut Creek, CA
• 05/2005 → Present
  Insurance Agent
  Walnut Creek, CA
• 09/2013 → 04/2024
  East Bay College Planning
  Walnut Creek, CA

Previous Registrations

• 2011-08-29 → 2012-03-30
  Scf Investment Advisors, Inc.
  Fresno, CA
• 2010-11-10 → 2011-08-26
  Financial Telesis Inc
  San Rafael, CA
  Walnut Creek, CA
• 2010-04-13 → 2010-12-01
  Cambridge Investment Research Advisors, Inc.
  Walnut Creek, CA
• 2008-09-09 → 2010-04-20
  New England Securities
  San Ramon, CA
  Foster City, CA

Other Businesses

1. MAY 2005 - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES FOR TERM & LTC; 5 HOURS A MONTH; NONE DURING TRADING HOURS; NON INVESTMENT RELATED; 2950 BUSKIRK AVE, SUITE 150, WALNUT CREEK, CA 94597 2. JULY 2023- GLEN COVE HARBOR HOMEOWNERS ASSOCIATION; 1 HOUR PER MONTH; TREASURER AND MEMBER OF THE BOARD OF DIRECTORS; NON INVESTMENT RELATED; HOA TREASURER, REVIEW EXPENSES AND MONTHLY FINANCIAL STATEMENTS;71 SHOAL DRIVE EAST, VALLEJO, CA 94591

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-08-16
• S65 Uniform Investment Adviser Law Examination
  2008-06-02

Designations

• Certified Financial Planner