about us
CAPATA Financial Partner
Michael Collins joined the CAPATA financial team from
Wells Fargo, where he served clients in the role of Financial
Advisor and Financial Consultant in the San Diego market.
At Wells Fargo, Mike’s responsibilities included developing
and managing investment portfolios, along with providing
market updates and commentary. His focus often
highlighted the Federal Reserve’s monetary policy,
contributing to a wealth group that managed over 1 billion
in assets. He brings a passion for markets and his job of
advising clients. Prior to joining Wells Fargo, Mike served
for 11 years as an officer and helicopter pilot in the United
States Marine Corps. Mike is a veteran of both Iraq and
Afghanistan, having directly supported combat operations
in both theatres.
Mike holds a B.S. degree in Industrial Engineering from
The Pennsylvania State University.
In his free time Mike is an avid reader and enjoys working
out. Mike also supports Marines and their families in
Southern California as a Marine for Life Representative.
capatacpa
Expansion, Mergers and Acquisitions, and New Technology
In addition to these financial aspects, CPAs and accountants can also help with strategic planning and decision-making. Healthcare businesses need to make strategic decisions about things like expansion, mergers and acquisitions, and investment in new technologies. An accountant can provide financial analysis and guidance to help businesses make informed decisions and mitigate risk.


capatacpa
Expansion, Mergers and Acquisitions, and New Technology
In addition to these financial aspects, CPAs and accountants can also help with strategic planning and decision-making. Healthcare businesses need to make strategic decisions about things like expansion, mergers and acquisitions, and investment in new technologies. An accountant can provide financial analysis and guidance to help businesses make informed decisions and mitigate risk.
Reach out to us for a Financial Consultation
Whether asking our thoughts on the market or requesting a full planning session, we go beyond the quantitative analysis and provide qualitative advice that drives results.