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


What’s Your Passion? How Collecting Shapes Identity, Legacy, and Investment Strategy

Collecting is often born from love. But for many high-net-worth individuals, it needs to be thought of with as much care and planning as any other …

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The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

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How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

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