Your personal long-term CFO
Mikaela Doe is a financial advisor based in North Star’s San Diego office. Mikaela works largely with medical and dental professionals, focusing on providing individuals and families with the tools they need to become financially secure and pass good habits on to the next generation.
Growing up, her parents made her feel very financially secure. They were small business owners who were proactive about their own financial health and sought the guidance of financial advisors.
Although Mikaela had a strong foundation of financial education, she understands not everyone is as fortunate.
Mikaela guides her clients with an action plan of their financial strategy and goals. She also provides education and guidance for her clients to plan for the rest of their lives.
This career isn’t about numbers for her. It is about changing families’ lives forever.
If you’re looking for a financial advisor you can trust, who understands the unique challenges you face as a busy young professional, Mikaela would love to meet you.
Mikaela is originally from Huntington Beach, Calif., graduated from the University of San Diego with a Bachelor’s in finance and real estate, and is now furthering her career in San Diego. Outside of work, she enjoys soccer, wakeboarding, tennis, and DJing.
- California Life, Accident, and Health license
- Series 7 and 66 registrations
Mikaela’s practice is built on the foundation of holistic financial wellness. When you work with her, you get a lifelong ally in your financial success. Together, you will build a financial strategy that fits your needs and goals and that adapts when your life changes.
Although every financial strategy is different and personalized to the individual, the resources Mikaela has at North Star allow her to specialize in the following financial services:
- Asset protection
- College funding
- Debt management
- Income protection strategies
- Insurance strategies
- Retirement funding strategies
- Tax minimization strategies
- Wealth management
Every recommendation Mikaela makes will be catered to your career and lifestyle.