Broker Check
Michael Tuz, ChFC®, CRPC®, CFS®, MBA

Michael Tuz, ChFC®, CRPC®, CFS®, MBA

 

 

Founder / Partner

A veteran of the financial world, Michael Tuz brings over 30 years of experience to his clients. While he specializes in a range of financial disciplines, he dedicates his expertise to helping clients enhance the “return” on their life’s journey. By keeping clients engaged in their present goals, not just their destination, Michael helps clients promote their relationships, family values, community contributions and more. He established Aegis Financial Partners with one overarching goal: to help clients live without worrying about their wealth and to build true confidence in their future.

Michael has been listed as a Five Star Wealth Manager in 2012, 2013, 2014, 2015, 2016 and 2018 by Crescendo Business Services. A longtime Certified Retirement Planning ConsultantSM (CRPC®), Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®), he also holds his FINRA Series 4, 7, & 24 securities registrations. Having earned his Master’s Degree in Business Administration from California State University Fullerton, Michael also holds his Bachelor’s Degree in Accounting from California State University Long Beach.

Actively involved in his community, Michael is an avid supporter of the National Endowment for Financial Education and The American Cancer Society’s Relay for Life. Outside of the office, he enjoys spending time with family, traveling, and golfing. He and his wife of 47 years live in Rancho Santa Margarita and have two grown children and four grandchildren. Michael is thrilled to partner with his son, Derek, an accomplished planner and partner with Aegis Financial Partners.

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award.  Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information, please go to http://bit.ly/2dVQQFc.