Michael B. Gladstone

Biography

With over 30 years of industry expertise, Michael is a highly seasoned and fully licensed investment professional. Specializing in financial planning for affluent individuals, families, institutions, and corporations, he excels in implementing effective wealth management strategies with a sharp focus on portfolio management. Committed to long-term relationships and exceptional client service, Michael listens attentively to clients' goals, values, and aspirations, working diligently to guide them in achieving financial objectives while prioritizing their best interests.

Before joining Wedbush in 2002, Michael began his career in wealth management at PaineWebber/UBS where he dedicated 12 years honing his expertise. For over two decades now, Michael has been a valuable asset to the Wedbush team, consistently earning The President's Club award, an accolade reserved for the top producers in the firm. Michael graduated from San Diego State University with a degree in Business Administration, a testament to his commitment to continuous learning. Beyond accolades, Michael feels that his biggest achievement in business does not come from a plaque, but from instilling a sense of financial security with all of his clients.

A resident of South Orange County for over 20 years, Michael has enjoyed a lasting 24-year partnership with his wife, Karen. Proudly parenting boy and girl twins currently attending college, he actively participates in community activities and finds solace at the beach where he loves to spend time with his family.

PRESIDENTS CLUB

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.

SPECIALIZATIONS

• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds

Mission Statement