Michael Funk

Our structurally sound strategies can help strengthen your retirement blueprint.

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Pillar Financial Group Michael Funk
Fresno, CA

Serving Clients Nationwide

Our structurally sound strategies can help strengthen your retirement blueprint.

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Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

As Vice President of Wealth Management, Mike Funk has been educated on investment and retirement plan analysis and implementation. His primary focus is to assess clients’ overall financial situation and construct an appropriate strategy to best meet their objectives.

Mike's experience since his college days at Fresno State includes major corporations, Morgan Stanley and Wells Fargo, before finding his home with Pillar Financial Group. Mike carries Securities Series 6, 7, 31, and 66 licenses.

Mike and his wife, Tricia, enjoy time with their seven grown children as well as attending sporting events, golfing, and traveling.

Primary Location

7110 N Fresno St., Suite 120 Fresno, CA 93720

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

From the roof over your head to the retirement you’ll enjoy, a solid foundation is essential to ensuring it all stays upright. When it comes to our firm, these five pillars serve as the structure we need to help you achieve your dreams.

✅ First Pillar: Excellence

We depend on exceptional people to provide exceptional financial services. We set high standards and support each other as we strive to achieve them. We invest in each other and value the individual and cultural differences that make us strong. We are proud of our superior services as measured by quality outcomes.

✅ Second Pillar: Integrity

We seek to be honest, ethical and responsible in our work and in the way we deal with others. We keep our promises and admit our mistakes. We are transparent. By the way we strive to live our lives every day, we are worthy of the trust people place in us.

✅ Third Pillar: Innovation

We create a culture of continuous development, welcome personal and professional growth through a lifelong learning and service improvement journey, and embrace change, creativity and personal growth. We incorporate new ideas, technology and methods to improve the financial services we provide. We strive to anticipate future trends and create strategic plans to help our clients achieve their goals.

✅ Fourth Pillar: Collaboration

We establish community partnerships. We build enduring internal and external relationships, joining with colleagues across organizational boundaries to improve the care and services we provide. We encourage and reward both individual and team achievements. We put the common good ahead of narrow interests.

✅ Fifth Pillar: Stewardship

We are resourceful, adaptable and resilient. We have a “can-do” attitude that gets the job done. We are fiscally responsible and efficient with our time. We are each personally dedicated to making Pillar Financial Group better because we are here to serve our communities.

Hobbies and Interests

  • Family
  • Golf
  • Sports
  • Traveling

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

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