Mike Bisbee

I'm Mike Bisbee, a CFP® professional and Enrolled Agent. I love finance and investing. I bought my first stock in 1988 with money I earned bussing tables in Lake Tahoe. I went on to graduate from the U.S. Naval Academy, serve as a Navy Supply Corps Officer aboard the USS Tarawa, and build a career in medical and biotech sales before earning my MBA from UCLA Anderson and founding my firm in 2013.

Most successful people end up managing their own team of advisors who rarely talk. I bring three roles under one roof: a CFP® professional who builds your plan, an investment adviser who manages your portfolio and puts your retirement strategy into action, and an Enrolled Agent authorized to represent taxpayers before the IRS. Every investment decision is made with its tax impact in mind.

I serve affluent tech professionals, physicians, dentists, and business owners, helping with stock options and RSUs, S Corp structuring, tax-smart retirement plans, real estate strategies, and Roth conversions. For practice and business owners, I can also be your fractional CFO, handling bookkeeping, payroll, and monthly profit reports. I coordinate with your estate attorney so nothing falls through the cracks.

As a fee-only investment advisor, I don't earn commissions, and I offer faith-based investing for those who want it. My goal: help you keep more, retire with confidence, and pass on what matters. I'd welcome a conversation. Advisory services offered through Enduro Wealth Management, LLC.