Michael Demko

Financial Advisor

Mike Demko is an advisor in the Campbell office. A native of Illinois, Mike holds a Bachelor of Science degree in Finance from San Jose State University, and has more than 25 years of advising and financial sector experience.

I thoroughly enjoy helping clients achieve their financial goals in retirement, college funding and overall estate planning. Having the honor to help clients achieve their financial goals is what keeps me motivated to do what I do every day!

Latest Insights


The Hidden Risk of Letting Taxes Lead Your Investment Decisions

If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.

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Investing in Alternatives: A Strategic Look at What Belongs in a Modern Portfolio

Before adding gold, private equity, crypto, or real estate to your portfolio, make sure you understand where they truly add value… and where they …

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Love, Loss, and Clarity: The Conversations and Documents Every Couple Needs

If you weren’t here tomorrow, would your spouse know exactly what to do next? Here’s how to help make sure they’re never left guessing.

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