Michael Tuz, ChFC®, CRPC®, CFS®, MBA
Founder/Partner
With over 30 years of experience in the financial world, I am dedicated to helping clients enhance the "return" on their life’s journey. My approach goes beyond just financial planning; I focus on keeping clients engaged in their present goals, promoting their relationships, family values, community contributions, and more. I 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.
As a longtime Certified Retirement Planning Consultant (CRPC®), Chartered Financial Consultant (ChFC®), and Certified Fund Specialist (CFS®), I bring a wealth of expertise to every client relationship. I also hold FINRA Series 4, 7, and 24 securities registrations. My academic background includes a Master’s Degree in Business Administration from California State University Fullerton and a Bachelor’s Degree in Accounting from California State University Long Beach.
Actively involved in my community, I am an avid supporter of the National Endowment for Financial Education and The American Cancer Society’s Relay for Life. Outside of the office, I enjoy spending time with my family, traveling, and golfing. My wife and I have been married for 47 years, and we live in Rancho Santa Margarita. We have two grown children and four wonderful grandchildren.
I am also thrilled to partner with my son, Derek, an accomplished planner and partner at Aegis Financial Partners. Together, we are committed to helping you achieve your financial goals and live a fulfilling life.