Our CFP ® Team Members Exemplify the Conrey Difference
MIKE LAMBRAKIS, CFP®
Mike Lambrakis’s background includes serving as a Partner Advisor with AdvicePeriod, and as a Portfolio Strategist and Wealth Advisor at Beacon Pointe Advisors, where in 2015 his colleagues voted him the firm’s MVP. Prior to that he was a Financial Advisor at Wells Fargo Advisors. A native Southern Californian, ukulele player and aspiring backyard farmer, Mike studied History and Anthropology at UCLA.
MICHAEL HU, CFP®
Michael Hu’s background includes serving as an Advisor at AdvicePeriod, as well as at a private wealth management firm where he was responsible for developing, implementing and ongoing monitoring of complex financial plans. Another native Southern Californian, Michael studied Economics and English at UCLA, and later completed his graduate work at Cal Poly San Luis Obispo in Industrial & Technical Studies.