
About Our Founder: Michael W. Tweet, RFC
Michael graduated from Arizona State University's Finance department with a business/finance degree. Following graduation, he joined the brokerage firm Charles Schwab, where he became registered as a general securities representative and completed Charles Schwab's broker training.
Following his work at Charles Schwab, Michael moved to San Francisco to help establish a startup firm, Financial Interactive. This move put Michael in a consulting role with some of the world's largest private equity and hedge fund managers. After observing many successful money managers, Michael decided to begin his own investment firm. He returned to Scottsdale and started Ancala Wealth Management in order to provide world-class financial planning, with unbiased financial advice.
Michael set high standards for his firm and continued his education by completing the Kaplan University CFP® study program. He was awarded the Registered Financial Consultant (RFC) credential. In addition, Michael is working on the Chartered Financial Analyst (CFA) designation, having passed the Level I CFA exam. Michael also holds a number of securities and insurance registrations.
Michael is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser. Michael chose to partner with Commonwealth, one of the preeminent independent broker/dealers in the United States, to ensure that clients receive a wide variety of investment choices to complement their goals. Commonwealth helps his firm serve clients in a seamless and efficient manner by providing back office, investment, and technology support. Michael works closely with Commonwealth's Research team to provide access to world-class investment management.
In his free time he enjoys spending time with his family, outdoor activities, and travel. He lives in Scottsdale, Arizona, with his wife, and two daughters.
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