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  10531 4S Commons Drive #714 San Diego, CA 92127            (800) 215-5882              mike@hoodfinancial.com

Hood Financial

Hood Financial

Retirement. Reassured.

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Michael D. Hood, CLU®, ChFC®, AEP®, CASL®, RICP®

Founder and President

Phone: (760) 752-7848

Fax: (760) 603-8556

Mail: mike@hoodfinancial.com

Michael D. Hood, CLU®, ChFC®, AEP®, CASL®, RICP® is the Founder and President of Hood Financial, LLC- a family owned, fee-based, financial services firm providing independent and comprehensive retirement planning and investment advisory services.

Since 1986, Mike has specialized in helping pre-retirees and retirees create, maintain, and enjoy a worry-free retirement by using proven strategies designed to:

  • Safely increase and guarantee income
  • Protect assets
  • Reduce taxes
  • Protect against catastrophic health care expenses
  • Simplify finances
  • Create and leave a meaningful legacy.

“My biggest sense of accomplishment comes from knowing how many clients I’ve been able to help over the years and the difference that’s made in their lives.  My dad was a doctor, and as a fiduciary who also has a mandate to act in his client’s best interests, I liken my role as a financial adviser to that of a doctor; following the tenants of the Hippocratic Oath to ‘first, do no harm’.” 

Mike’s duties include; new client acquisition, creation of financial plans, allocating clients assets, daily monitoring of client portfolios, retirement income creation and projections, and taking care of his clients with frequent reviews.  He is also responsible for all the company’s website content, enjoys writing the articles and client pieces, and is always looking for creative ways of communicating complex financial concepts more simply.  He strives to inject a little humor and fun along the way as well and tries to not take himself too seriously.

He does, however, put a high priority on giving clients his best and is fully committed to serving them and their families- for life.  He recognizes the tremendous positive impact his work can have on both the client and their family and takes this responsibility very seriously.  He has often said that the best work he might do for a client and their family comes after, when they may not be around anymore to see it.  

A California native, Mike enjoys an active lifestyle which includes golf, music, movies, church and community service.  He and his wife Bev have 3 children, 3 grandchildren (so far), and live in Rancho Bernardo, CA.

(For more details about Mike and our services see The Hood Financial Story and What We Do)

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The information provided by Hood Financial, LLC is not to be considered legal or tax advice. Consult with an attorney or tax professional regarding any specific legal or tax situation. Michael D. Hood is a Registered Investment Advisor with Hood Financial, LLC (“Hood Financial”)- a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Hood Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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  10531 4S Commons Drive #714 San Diego, CA 92127

(800) 215-5882

  mike@hoodfinancial.com