Mike Lewis

Mike Lewis

Partner

916.779.7180 x7190


While seeing a financial picture from the 10,000 foot level is important, the implementation of any recommendations takes place at the 100 foot level where the smallest positive changes can have a big impact on a client’s financial well-being.

Mike has been advising clients since 1985 in the areas of wealth accumulation, retirement planning, education planning, investment management, and tax planning. Mike gravitated toward a financial planning career while in college as his father was a financial advisor. After graduation he joined his father’s firm and that legacy has continued as Mike’s son Scott joined North Star Financial Partners in 2016 to work with Mike in his practice. While Mike’s practice focuses on retirement and investment planning, it is his background in tax preparation and planning that makes his practice unique. His tax preparation expertise provides him with the ability to analyze and put together recommendations for clients that are designed to reduce their tax liability as much as possible....not only today but in the future as well.

Mike and his wife Diane met on a blind date while in high school and have been married since 1985. Mike and Diane enjoy spending time with their families and each month host Family Night Dinner at their house where both sides of their families (plus friends) come together to share a meal and time together.


I like to sweat the small stuff.
 

Education

California State University,
Sacramento, 1985
Bachelor of Science - Finance

Licenses

FINRA Series 7 and 66
Licensed Tax Preparer

 

 

If I Won the Lottery

I’d be back in my office the next day!

Favorite Movie

The Shawshank Redemption

 

 

Mike's Team

 

 

Scott Lewis

scott-lewis

Caryn Golden

caryn-golden

Elliot Huscher

elliot-huscher-website