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Michael Vidal, CFP®

Michael Vidal, CFP®
Financial Planner

Cornerstone Wealth Management Services
5901 Encina Rd
Suite C-2
Goleta, CA 93117

805-683-5846 office
805-698-0360 cell


Michael has over a decade of experience in the financial and banking industry.  Before joining Cornerstone Insurance Services LLC as a Partner and starting 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, Series 66 licenses along with Life & Health licenses.  Michael teaches the Risk Management course and the Retirement Planning course at UCSB Extensions, in their Business Management & Law program.  Michael is very involved in the community where he 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, when he moved to Santa Barbara to attend UCSB and has remained ever since.  Michael enjoys being active in the community, supporting multiple non-profit organizations.  Michael also enjoys going on hikes with his girlfriend, enjoys going to yoga (almost everyday) and has started a new passion with stand up paddle boarding.

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 Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC 4400 MacArthur Blvd #850. Newport Beach, CA 92660. (888) 277-1974 Cornerstone Wealth Management Services and Capital Synergy Partners are Unaffiliated Entities

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.

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