Mike Ingram is a partner and wealth advisor working in the San Diego office of Octavia Wealth Advisors. He’s dedicated to making sure that individuals and businesses receive world class financial planning and exceptional service so they can reach their financial goals. Being able to watch clients grow their wealth, increase their confidence, and achieve their dreams is his driving passion. Mike has deep expertise in adding value to corporate retirement plans. He also has broad knowledge and experience in both financial and tax planning.
Before helping to found Octavia Wealth Advisors, Mike spent 15 years as a Financial Advisor at Midwest Financial Partners. Prior to that, he was an account executive for the San Diego Gulls professional hockey team.
Mike earned a degree in economics at the University of California, Santa Barbara. He is a CERTIFIED FINANCIAL PLANNER™ as well as an Accredited Investment Fiduciary (AIF®).
On the personal side
Mike and his wife reside in San Diego with their two daughters. He enjoys spending time with his entire family and participating in activities that they can all do together such as snowboarding, surfing, fishing, and playing golf.