Michael J. Calvelli
Founder, Registered Principal, & OSJ Supervisor
Phone: 707-545-6161
Direct: 707-615-7085
Fax: 707-540-6330
Michael Calvelli has been an investment professional since 1983 working with some of the nation’s leading investment firms and custodian banks. He spent over twenty years with Pershing, the investment banking division of Donaldson Lufkin Jenrette, working with large independent broker-dealers.
When Pershing was acquired by Bank of New York Mellon, Mike served as Director of West Coast Operations specializing in relationship management and business development. He went on to co-found and serve as President of Sorrento Pacific Financial, LLC providing investment and insurance services to community banks across the country.
Since joining Protected Investors of America in 2011 Mike’s investment advisory practice has focused on providing highly customized portfolio strategies that reflect each client’s unique circumstances, objectives, sensitivity to risk, and personal values. He works collaboratively with clients to bring clarity and confidence to financial decisions in an ever-changing economic environment. He is dedicated to diligent research, disciplined wealth management, and exceptional client service. His ultimate goal is to provide each client with the framework for financial peace of mind.
In 2016, Mike was a member of the Board of Directors which guided the successful merger between Cambridge Investment Research and Protected Investors of America. He now manages the Office of Supervisory Jurisdiction (OSJ) for Protected Investors at Cambridge. Both his investment advisory practice and his OSJ continue to grow.
He is currently a member of the Board of Directors at Friend’s House, a retirement community. He has served on the board of the Independent Association of Financial Planners and the Association of Western Securities Management. He has also been a member of the Investment Advisory Committee at the Community Foundation of Sonoma County, the Financial Planners Association and the National Independent Broker Dealers Association. He holds a Bachelor of Science degree from California State University, Northridge, and attended the prestigious Securities Industry Institute at the Wharton School of the University of Pennsylvania.
Mike lives in Sonoma County with his wife Melissa. He and his wife have two daughters. In his spare time, he enjoys skiing and cooking for his family.
BRokerCheck:
View Michael J Calvelli’s background as an investment professional on FINRA’s BrokerCheck.
What is michael’s favorite part about being an advisor?
I love helping people manage a challenging, yet essential part of life. I help bring clarity and comfort to something that most find overwhelming. I can’t think of a more rewarding way to spend my time.
article featuring michael...
Read more about Michael’s career and philanthropic inclinations in the Community Foundation Sonoma County’s 2018 Annual Report.
