Mike Bornstein

As a Wealth Management Advisor with Signature Resources Capital Management (SRCM), Mike provides personal wealth management services for successful individuals and families who want to efficiently grow and position their assets for retirement and effectively mitigate taxes both today and in retirement. Mike also works with a range of business owners to help them build, grow, protect, and transfer a successful business. Having built, managed, and exited his own business, Mike has a unique perspective as a business planning advisor. He is intimately familiar with the financial issues business owners face daily and is skilled at helping them balance running the day-to-day operations by creating financial strategies for the long-term. Mike helps his business clients attract, retain and reward employees by designing and implementing benefit programs including tax-qualified retirement plans such as 401(k), Defined Benefit plans, as well as other group benefit programs.

Mike takes a tax-centric approach to planning, emphasizing tax-efficient strategies and solutions rather than simply seeking the highest rate of return investment vehicles with little regard for the plan. Mike prepares uniquely designed plans with strategies that address each individual’s financial goals and objectives; whether retirement, investment, or insurance-related. He tells every client he works with, “I want to help you protect, preserve and grow what’s most important to you.”

A Santa Monica native, Mike attended John Thomas Dye and Harvard-Westlake School, followed by UC Santa Barbara with stops at Iowa State and UCLA along the way. Prior to his financial services career, he owned a sales and distribution company where he learned first-hand how to build a business from the ground up and take it from start-up to success. Mike lives in El Segundo with his wife Tiffany and two children.