Michael Moorman, an Investment Advisor representative, is a member of the Suggest Inc. Financial Planning Department and has been the manager of the department since 2002. He holds a NASD Series 7 License and a NASD Series 66 License. He is a fee based financial advisor and servers our clients in the area of retirement planning, estate planning, and financial independence.

A native California, Michael Moorman completed his undergraduate education at Saint Mary's College of California in Moraga. In the community, he is a member of the Palo Alto Junior Chamber of Commerce and has served as its President.

Suggest Inc., an investment management firm based in Palo Alto, serves the San Francisco Bay Area, Peninsula, and Silicon Valley from Hillsborough to Saratoga-Los Gatos, including Atherton, Menlo Park, Los Altos, Los Altos Hills, and Cupertino.