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


When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

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‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth

Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …

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8 Wealth Preservation Strategies for High-Net-Worth Investors

In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …

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