Michael Velzo

Q: What is Michael Velzo email address?

Email Michael Velzo at mvelzo@gmail.com and mvelzo@jsfin.com. This email is the most updated Michael Velzo email found in 2026.

Q: How to contact Michael Velzo?

To contact Michael Velzo send an email to mvelzo@gmail.com or mvelzo@jsfin.com. If you want to call Michael Velzo try calling on +17736103335 and +14152177906. (updated on October 30, 2024)

Partner | Wealth Advisor at Jackson Square Financial | San Francisco, California, United States

About Michael Velzo

Michael Velzo, as a Partner and Wealth Advisor at Jackson Square Financial, leverages his extensive expertise in investment management and strategic financial planning to empower individuals and organizations in achieving their financial goals. With a strong foundation built on integrity and exceptional client service, Michael is dedicated to crafting comprehensive financial strategies that encompass wealth management, customized group benefits, and retirement planning. His approach is deeply client-centric; he prides himself on actively listening to his clients and delivering concierge-level service tailored to their unique needs.

At Jackson Square Financial, Michael plays a pivotal role in key projects that focus on enhancing the financial well-being of affluent families and closely held businesses. His proficiency in alternative investments and insurance solutions allows him to design innovative strategies that address the complexities of wealth accumulation and preservation. Michael's background in sales and marketing further enriches his ability to communicate complex financial concepts in an accessible manner, ensuring that clients feel informed and confident in their financial decisions.

Graduating from the University of Michigan equipped Michael with a solid academic foundation, which he has built upon through years of hands-on experience in the financial services industry. His commitment to ongoing education and staying abreast of market trends ensures that he remains at the forefront of investment strategies, including equities and mutual funds. By combining his skills in account management with a deep understanding of the financial landscape, Michael Velzo continues to make a significant impact at Jackson Square Financial, guiding clients toward a prosperous financial future.

Michael Velzo Work

Partner | Wealth Advisor at Jackson Square Financial in December 2018 to Present

Wealth Advisor at Scarbrough Financial Group, LLC. in January 2016 to December 2018

Senior Risk Appraiser at Federated Insurance Company in March 2009 to January 2016

Michael Velzo Skills

Investment Advisory

Investment Management

Investments

About Michael Velzo's Current Company

Jackson Square Financial

Discover more about Jackson Square Financial

Frequently Asked Questions about Michael Velzo

What is Michael Velzo email address?

Email Michael Velzo at [email protected] and [email protected]. This email is the most updated Michael Velzo email found in 2026.

What is Michael Velzo phone number?

Michael Velzo phone number is +17736103335 and +14152177906.

How to contact Michael Velzo?

To contact Michael Velzo send an email to [email protected] or [email protected]. If you want to call Michael Velzo try calling on +17736103335 and +14152177906. (updated on October 30, 2024)

What company does Michael Velzo work for?

Michael Velzo works for Jackson Square Financial

What is Michael Velzo's role at Jackson Square Financial?

Michael Velzo is Partner | Wealth Advisor

What industry does Michael Velzo work in?

Michael Velzo works in the Financial Services industry.