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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Michael Clarke

0 / 5

Business Owner and Operations
High-Net-Worth Client Specialization
Industry Longevity and Adaptability
Financial Advisory and Wealth Management

Michael is cofounder of Protection Point Advisors, a financial advisory firm with offices in Northern and Southern California. As a small business owner himself, he understands firsthand the challenges of managing a business, especially amid rapid technological and industry changes. His experience gives him unique insight into the needs of entrepreneurs navigating today’s complex environment.

With 33 years in the financial services industry, Michael leads a firm dedicated to serving high-net-worth individuals and small business owners. Protection Point Advisors focuses on delivering expert guidance to help clients achieve their financial goals and adapt to evolving market conditions.