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 Wealth Preservation Trap: When Playing It Too Safe Can Cost You
Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.
Read more
The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December
December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
Read more
Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.
Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.
Read more
