Michael Vidal, CFP®

Michael Vidal, CFP®

Financial Planner

Qualifications


Michael Vidal has over a decade of experience in the financial and banking industry.  Before joining Cornerstone Insurance Services LLC as a Partner, and founding Cornerstone Wealth Management Services, Michael was responsible for all of community banking for Wells Fargo Bank in Santa Barbara, Ojai, Lompoc and Buellton.  Michael is a CERTIFIED FINANCIAL PLANNER™ and has completed his Series 7 and Series 66 licensing along with Life & Health licensing.  Michael also teaches Risk Management and Retirement Planning courses through UCSB's Business Management & Law Extensions program.  Michael is passionate about and dedicated to our community and has been involved with Rotary, YStrive, and is a Board Member for Legal Aid Foundation of Santa Barbara County.  Michael is a graduate of the University of California, Santa Barbara, with a double degree in Business Economics and Sociology.

 

Personal Information


Michael was born and raised in Fresno, California and made Santa Barbara his permanent home after attending UCSB.  Michael enjoys being active in the community and supporting multiple non-profit organizations.  Michael also loves yoga, going on hikes and soaking up all that Santa Barbara's great outdoors have to offer with his wife and their three rescue dogs.

Phone 805-698-0360