michael yoffee

PRESIDENT

Michael DM Yoffee

Principal® Financial Network

Managing DirectorPrincipal Securities Registered RepresentativeFinancial AdvisorCA Insurance License # 0G99546

About

EXPERIENCE:
Michael joined Principal® Financial Network of Sothern California management team in 2022, bringing over 15 years of experience in the insurance and financial services industry. Michael’s goal is helping clients achieve better financial outcomes, it’s not just what he does, but it’s what his clients expect from him. He works diligently to educate them so they may make the best decisions supporting their financial and personal goals. Michael’s role in educating his clients empowers them to not only crystalize their financial objectives but take actionable steps towards reaching them. As Managing Director, Michael is committed to helping financial professionals leverage their strengths and experiences to build more successful practices.

EDUCATION & CREDENTIALS:
Michael attended the University of Nevada, Las Vegas and obtained his 6, 7, 24, and 63 securities. He is the President of San Diego Professionals with Purpose, Board member of the Japanese American Citizen’s League Gala, and served as NAIFA board member (young professionals’ engagement) for three years, Member NAIFA, FINSECA.

INTERESTS:
Michael is an active member within the local business community and enjoys collecting vintage Japanese robots and art vinyl. He grows and collects carnivorous plans and has two long-haired Dachshunds named Paco and Basa. Michael enjoys spending free time traveling extensively with his wife, Jessica.