Michael McCreary
Michael W. McCreary Jr, CFP® Investment Management Consultant Financial Advisor, RJFS

I have always been fascinated by the financial industry, and helping people, so a career in wealth management is a perfect fit for me. I joined Addison Avenue in July 2011 and service the investment needs of clients in the Roseville region. My areas of expertise include working with local employees of global hi-tech firms to create long-term plans for retirement, education planning, investment analysis, and risk management.

As a CERTIFIED FINANCIAL PLANNERTM practitioner, I am held to a fiduciary standard of care. Aside from retirement planning, I specialize in investment management, and plan distribution options for 401(k) plans. I can also help employees navigate their stock plans and strategize how to build net worth while minimizing taxes. I take a personalized investment approach in order to provide my clients with comprehensive financial advice that adheres to their goals. Though I am incredibly focused on all aspects of financial research and analysis, working with clients one-on-one is where I thrive. I received a Bachelor of Science in Business Administration from the University of Redlands, and a Certificate in Financial Planning from San Diego State University.

I grew up in St. Helena and Incline Village, and currently reside in Rocklin with my wife, Lauren, and our yellow lab, Lucy. Outside the workplace, I enjoy CrossFit and other outdoor activities.

If you need advice, or a second opinion, contact me. I look forward to meeting you.

  • Forbes Top Next Generation Wealth Advisors List, 20181
  • Forbes Best-In-State Next Generation Wealth Advisors List, 20192 

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

Qualifications: holds series 7and 66 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0F75115

For specific tax advice, please consult a tax professional.

1SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or ShookResearch, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1,000 made the final list in 2018. For more information see www.SHOOKresearch.com.

2SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.