Executive Bio
Michael Lynch, MBA, is the founder of Lynch Financial Advisors, a privately-held financial, tax and life planning company serving clients throughout California. Lynch Financial Advisors’ client base includes individuals, couples, and small business owners. Lynch Financial Advisors provides comprehensive, fee-only financial planning – taking no commissions from the purchase or sale of products. The firm focuses on a range of clients including clients with a negative net-worth to clients with more than $10 million in assets. Lynch Financial Advisors’ philosophy is to help clients understand what is important to them, set reasonable goals, and hold them accountable to achieve their goals. Mr. Lynch’s breadth of knowledge from taxes, to asset management, to liability controls has allowed him to save – on average – tens of thousands of dollars every year for his clients.
He is very passionate about helping "regular people" achieve exceptional financial results. He has the unique ability to translate the complicated world of finances into easy to understand terms.
Mr. Lynch has more than 14 years of experience in the financial industry. Prior to founding Lynch Financial Advisors, Mr. Lynch had been part of three different tech start-ups. The last one was sold to a publicly traded company. At each company, he quickly moved up the ranks by first understanding the market, then how his product or service could best be utilized. It is his aptitude and passion for business that has given him the ability to help other business owners and budding entrepreneurs become successful.
In addition to working with individuals and couples, Mr. Lynch works extensively with small businesses, providing business consulting and coaching. His business clients range from start-ups to established businesses that generate from $100,000 to $10 million in annual revenue.
Mr. Lynch has been quoted in national and local publications including The Wall Street Journal, The Sacramento Bee and RosevilleStyle.
Mr. Lynch holds a B.S.in Finance with a minor in Economics and an MBA in Global Business Management. He is a long-standing member of both NAPFA www.napfa.org (National Association of Personal Financial Advisors) and Cambridge Advisors www.cambridgeadvisors.com, a collegiate group of advisors whose members hold more advanced degrees than any other financial association.
