Michael C. Stalker, CFA®
Principal Owner, Portfolio Manager

 
Michael C. Stalker is the founder of MCS Financial Advisors and the firm's portfolio manager. He provides clients with holistic wealth management advice, which includes economic analysis, financial and estate planning recommendations, risk management strategies, retirement planning, and consulting to family and non-family businesses.

Throughout his career, Michael has provided expert witness testimony on retirement plan matters, investment performance, suitability issues, and asset allocation and compliance procedures. In 1991, he became an arbitrator for the National Association of Securities Dealers, now known as FINRA.

Michael has been ranked among the top conservative investment managers by Money Manager Verified Ratings. The results were featured in Barron's. He has been quoted on a variety of financial matters in such publications as Barron's, the Wall Street Journal, Orange County Register, Los Angeles Times, Chicago Tribune, and Portland Oregonian.

In 1988, Michael earned the designation of Chartered Financial Analyst® (CFA®). In 1998, he earned a Certified Financial Planner® (CFP®) designation. In 2007, he earned certificates in both Family Wealth and Family Business Advising from the Family Firm Institute.

Married to Debbie for 24 years with two daughters and a son, Michael enjoys antique collecting, fine dining, various arts, working out, gardening, travel and video gaming (where he is regularly referred to as a ‘noob’ about to get ‘p’owned’ by his 17 year old son.)

 


 
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360 East 10th Avenue, Suite 200
  • Eugene OR 97401
  • Toll Free 800.525.8808
  • Phone 541.345.7023
  • Fax 541.345.9871