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Micah Willis, CFP®

Micah Willis, CFP®

LPL Financial Planner Assistant

Micah Willis began his career in the financial industry in 2017 when interning for a corporate wealth management firm. Given his experience, Micah joined MJF Financial in the summer of 2018 to assist in servicing clients.  In December of 2018, completed his bachelor’s degree in finance at Cal State University Fullerton and began pursuing a career in the financial industry.  In 2019, Micah completed the Securities Industry Exam (SIE), the General Securities Exam (Series 7), the Uniform Combined State Law Exam (Series 66)*, and the CA Life and Health Insurance Exam. To compliment his licenses he obtained in 2019, Micah acquired his CFP® designation in the summer of 2023.

During his 4 years at CSUF, Micah was a captain on the men’s lacrosse team where he helped lead his team to a conference championship in 2018. In addition to athletics, Micah has been playing guitar since he was 5 years old and enjoys playing whenever he has the time. Micah also enjoys volunteering and spending his time with his family. He and his family volunteer at Feed My Starving Children in Arizona. FMSC is a Christian non-profit that provides nutritionally complete meals formulated for malnourished children across the globe.

*SIE, Series 7 and 66 held through LPL Financial