Michaela Brickley

Michaela Brickley is a dedicated Servicing Advisor at Summit Financial Partners. She embarked on her unexpected career journey in the financial sector while completing her degree in Criminal Justice at San Diego State University. Originally from Poway and Ramona, CA, Michaela found herself entering the financial world during the Great Recession, initially working as a Personal Assistant. This role, which was meant to complement her college schedule, evolved significantly after her graduation in 2012 when she was offered the chance to become licensed in the industry. Embracing this opportunity allowed her to step outside her comfort zone and assume greater responsibilities.

At Summit Financial Partners, Michaela values the deeply personal aspect of her work, taking pride in being part of her clients' significant financial decisions. Her financial advice emphasizes the importance of enjoying life while being prudent about the future. She advocates for a tailored approach to investment, focusing on managing risks and optimizing performance rather than reacting to market fluctuations. Michaela's philosophy is not just about planning for retirement but ensuring a fulfilling journey through it, making each client's unique circumstances a priority. Her role as a Servicing Advisor is not just a job but a pathway to impacting lives.

Now, with over 16.5 years in the field, Michaela is grateful for the mentorship and personal growth she has experienced. Living in La Mesa with her husband of nearly eight years and their charismatic one-eyed terrier mix, Snoop Dog, she enjoys activities like attending Lakers and Padres games, hiking, exploring abandoned places, and falling in love with San Diego. She is also a fan of all things horror and is an animal lover.