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
Why Equal Isn't Always Fair: Rethinking Inheritance in Complex Families
Most parents assume splitting everything equally is the fairest choice. The families who plan most thoughtfully often discover it isn't that simple.
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The Best Financial Decision You Ever Made Likely Had Nothing to Do with Money
The choices that shaped your wealth the most weren't always the ones that looked financial at the time.
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The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy
Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …
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