Michael Van Sant

Wealth Advisor, CFP®

Michael grew up in Pasadena, California, and began his investment career there in 1995 after graduating from the University of Colorado with a bachelor’s degree in International Business. Since becoming a CERTIFIED FINANCIAL PLANNER™ in 2005, Michael has worked exclusively for fee-only investment advisory firms, and has helped over 300 clients meet their goals by building customized investment strategies based on their personal financial plans.

Michael moved to Seattle in 2000 to be closer to the mountains and when he is not working, he loves spending time outdoors with his wife Cara, son Chris, and daughter Caitlin. Together, they love to ski, hike, run, camp, fish, and ride bikes. He is a member of Act of Giving, Seattle Philanthropic Advisors, and coaches a variety of kids’ sports.

 

I am very grateful to be working at Merriman with such an amazing committed team. Together we make a profound impact on our clients. Through our wealth management process, and with the help of our external expert team, we advise clients on the four key areas of wealth management: Wealth enhancement, wealth protection, wealth transfer, and charitable giving. I especially enjoy helping business owners transition their business, partnering with them to help them define and meet all of their goals with customized solutions. It is such an emotional and impactful process.

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.