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Customized wealth management and financial planning for high net worth tech families
Mike Malik
Oppenheimer
Introduction
Mike Malik from Oppenheimer provides customized wealth management and financial planning services tailored for high net worth families, specializing in tech executives and engineers throughout Silicon Valley.
What They Do
Mike Malik manages money and offers financial planning services to approximately 90 high net worth families through Oppenheimer. He customizes financial strategies to meet each client's unique needs, ensuring a high level of service with clear communication and responsiveness.
Location & Service Area
Based in San Francisco, Mike serves clients across the Bay Area and throughout the United States.
What Makes Them Different
Mike customizes everything for his clients, provides a high level of service, and is very easy to work with. His responsiveness and clear communication set him apart in an industry where follow-through matters.
Services Offered
Who They Help
Mike works best with high net worth families, particularly engineers and executives in Silicon Valley technology companies. He values connections with professionals who serve high net worth individuals in tech, such as estate attorneys, CPAs, luxury real estate agents, tech recruiters, executive coaches, and HR consultants.
Know someone who says...
"I need help managing my portfolio and financial planning"
"I'm looking for someone who can customize financial strategies for high net worth clients"
"I need a financial advisor who actually responds quickly and keeps me informed"
"I'm a tech executive who needs comprehensive wealth management"
Fun Fact
Mike is a coffee enthusiast who believes in keeping things simple and effective.
Quick Facts
Reviews (4)
Featured Review
"Mike Malik is a detail-oriented professional who prioritizes his clients' best interests and excels at building strong referral partnerships."
November 18, 2025
November 19, 2025
"Mike Malik is a caring and detail-oriented financial professional who prioritizes client education and thoughtful service."
November 19, 2025
"Mike Malik is a highly professional and transparent financial advisor who builds trust through regular follow-ups and personalized portfolio guidance."
October 9, 2025
"Mike Malik is a highly trustworthy financial advisor whose integrity and fiduciary mindset set him apart, making him an invaluable partner for anyone seeking expert financial guidance."
Ready to Connect?
Call Bruce now to ask questions or book services with Oppenheimer
Call 833-853-6789