Working toward your goals It starts with a strategic plan

The Thompson Katzaroff Group Michael W. Thompson, Joseph P. Katzaroff, Taylor Thompson, William Blake Thompson, Karen Dryer, Jolene Albrecht, Aimee Michael, Carrie Lee Hennessey

The Thompson Katzaroff Group






20 Pacifica
Suite 1500
Irvine, CA 92618

In today’s challenging marketplace, one thing that remains constant - having financial goals. Whether it’s planning for retirement, a child’s education or the start of a new business, you pursue your goals regardless of the latest headlines.

Our team strives to deliver a superior UBS Client Experience by taking the time to understand your needs and goals, creating and implementing a comprehensive financial plan, and proactively providing appropriate solutions.

When investing money, we ensure three things: that we establish a process for communication between us, that we seek to manage risk in your portfolio, and that we tailor the investment solutions to you.

Michael Thompson has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2018


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