PRESIDENT / FINANCIAL ADVISOR

Michael Sondheim is a Financial Advisors with more than 30 years of experience in Retirement, Investment and Estate Planning, Wealth Preservation and Family Legacy Planning. He also teaches continuing education throughout Washington on the subjects of Financial and Retirement Planning, Social Security, Medicare and Long-Term Care planning. He has held an Insurance licensed since 1986. Michael is an Investment Advisor Representative. Michael has a B.A. degree in Business administration from Washington State University.

Mike and his wife Kathy, have been married for 31 years and have two wonderful children Daniel & Michelle. Daniel is a research scientist currently working on cancer projects and Michelle is account coordinator with a local professional sports franchise. Kathy is also licensed as in insurance professional. Mike enjoys playing competitive softball with Daniel and Michelle, hiking and biking. Mike and Kathy enjoy traveling and spending time together with their family at their home in Kirkland, WA.

Mike’s Approach:

Mike is a straight-shooter and tells it like it is. He has a dynamic personality and infuses others with his robust information, solid ideas, multiple options, and pertinent financial solutions. He is most definitely an “out of the box” thinker and problem solver.

His enthusiasm for strategies in this industry is both contagious and invigorating!

In business, Mike follows two of Warren Buffet’s famous rules:

1. Never lose money.
2. Never forget rule No. 1.

When working with Pacific Financial Solutions and Michael Sondheim, they will help you understand all of the financial options that are readily available to you and how to take advantage of opportunities others don’t know about. Mike believes that our clients live longer, healthier and happier lives when we are acting as their “Personal CFO”!