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


You’ve Built Wealth… Now What? A Guide for High-Net-Worth Households

Growing wealth is one thing. Managing it well is another. Here’s how to make that shift with confidence.

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7 Things to Consider Before Buying a Second Home (Yes, Even If You Can Afford It)

A vacation home can elevate your lifestyle, but it also reshapes your wealth in ways worth understanding. Here are the key considerations before you …

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When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income

‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.

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