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Michael J. Chibidakis
Consulting Group
Financial Advisor
Wealth Advisory Specialist
15260 Ventura Boulevard
Suite 1900
Sherman Oaks, CA 91403
tel: 818-788-2800
toll free: 800-237-4821
fax: 818-382-5768
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Education and Licensing
  • BA - Studies
    San Diego State University
    San Diego, CA
  • CFP
    College for Financial Planning
    Denver, CO
  • Professional Designation in Personal Financial Planning, 2001
    University of California - Los Angeles (UCLA)
  • Series 7 - NYSE/NASD Agent, 1996
    Registered in Various States
  • Series 63 - Securities State Agent, 1996
    California
  • Series 65 - Investment Advisory Agent, 1996
    California
  • Insurance Licensing, 1996
    Life, Health, Disability and Variable Annuities
    California
Associations
  • Financial Planning Association (FPALA)
    Los Angeles, CA
  • Sherman Oaks Chamber of Commerce
    Past President, 2006
    Sherman Oaks, CA
  • Porter Valley Country Club
    Business Alliance
    Porter Ranch, CA
Services
  • Wealth Management
  • Asset Management
  • Estate Planning
  • Trust Services and Accounting
  • Lending Services
  • Corporate 529 Plans
  • Private Banking
Business Experience
  • 1996 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Sherman Oaks, CA
Bulletin Board
  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
  • The amount of income you’ll need in order to live comfortably once you retire may be more than you think. To help make sure you’ll be able to sustain the retirement lifestyle you envision, ask us for a Personal Wealth Audit.
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
Michael J. Chibidakis is licensed in the following state(s): AZ, CA, DE, IL, MD, MI, NJ, NV, TX, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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