Michael is a founding partner of BERGQUIST WANG, which emerged from his solo practice Michael J. Bergquist Financial & Estate Planning (established in 1986).

Previously, Michael served as Vice President of Smith & Tucker, Inc. and as Vice President/Trust Department Manager at Lloyds Bank California.

Michael earned his B.A. (Magna Cum Laude) in Political Science from Willamette University and received his Juris Doctorate from Kendrick Hall School of Law at the University of San Francisco.

Michael and his wife, Jennifer, reside in Santa Barbara.

1114 STATE STREET, SUITE 300, SANTA BARBARA, CA 93101           tel   805 568 5313       fax   805 568 5315

Copyright © Bergquist Wang, LLC, 2018. All rights reserved.

Disclaimer:  This site on the Internet is for informational purposes only.  Investment advice is not intended to be provided by Bergquist Wang, LLC through this site. This site is in no way an offer or solicitation to sell investment advisory services except, where applicable, in state where the firm is registered or where an exemption from registration exists. 


Form CRS: