Michael Dodds, MBA, CFP®
President & Financial Advisor
“We’re not just investment managers. Like a financial sherpa, we help guide you up the mountain towards financial success. We help you get there step by step.”
Bio
Michael joined our team after earning his MBA from the UCLA Anderson School of Management in 2017. Michael holds his series 7, 66 and 24 securities licenses through LPL Financial. Michael received his CFP® in 2020 and was promoted to Partner at Dodds Wealth in 2020. Michael was named to Forbes Best-In-State Wealth Advisors List Forbes for 2024 and the Forbes Top Next-Gen Wealth Advisors Best-In-State in 2022 and 2023 for Colorado.¹
Michael, a financial advisor, works directly with our clients to build a financial plan, implementing it for them every step of the way. He’s always available to answer questions and create impactful plans. It’s the interactions with every client and the development of real, meaningful relationships, that brings him the most joy.
Michael met his wife, Marta, while living in Bogota, Colombia. Today, they live in Denver with their daughter, Olivia, and golden retriever, Lola. Michael is fluent in Spanish thanks to four years of living in South America. Always an explorer, Michael loves road tripping, hiking, traveling to new cities and trying out new restaurants.
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Team
¹ The 2022-2023 Forbes Top Next-Gen Wealth Advisors Best-In-State Ranking, Developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Nether Forbes nor SHOOK Research receives a fee in exchange for rankings. A more thorough disclosure of the criteria used in making these rankings is attached or is available by clicking on this link.
The 2024 Forbes Best In State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. A more thorough disclosure of the criteria used in making these rankings is attached or is available by clicking on this link.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.