Michael Testa, CLU, ChFC, CFS
Mike joined LWT’s San Francisco office in 2001. He began his career in the life insurance business in 1991 as a brokerage representative and later as a sales director with major life insurance carriers. Mike specializes in wealth transfer, business succession, and supplemental retirement income uses of life insurance. Prior to joining LWT, he spent the previous five years advising financial consultants and their clients within some of the largest wire house firms in the country. Mike’s strength in life brokerage is working one-on-one with advisors in identifying planning opportunities for their clients and translating those ideas into suitable sales. Mike earned a Bachelor of Science degree in business from Loyola Marymount University in 1989. He received his Chartered Life Underwriter and Chartered Financial Consultant designations in 1997 and 1998.