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


Leaving the Workforce Early? 3 Things to Get Right Before You Go

For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …

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The Estate Planning Opportunity Hiding in Plain Sight

Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …

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Selling Your Business? Smart Tax Strategies to Maximize After-Tax Proceeds

Most business owners tend to focus on what they’ll sell for. Far fewer focus on what they’ll actually keep. And without a coordinated plan, taxes can …

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