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Aliso Viejo

Michael Carbone

Wealth Advisor

20 Enterprise, Suite 305
Aliso Viejo, CA 92656

Michael Carbone

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Michael Carbone

About Michael

Michael is a financial advisor with two decades of experience helping high net worth individuals. Throughout his career, he has remained dedicated to helping clients achieve their investment goals across all stages of life.

Michael began his career in 2005 at Fisher Investments, where he developed a strong foundation in wealth management. In 2013, he joined Churchill Management Group and joined Focus Partners Wealth in 2025. 

Outside of work, Michael enjoys spending quality time with his wife and son, including practicing martial arts together. A lifelong drummer, Michael continues to find creative expression through music whenever he can.

Education and Professional Milestones

-University of California, Santa Barbara – bachelor’s degree in business economics 

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