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About Flynn Wealth Strategies
We help successful people and business owners crystallize their important financial, estate and business goals. We then design and implement creative, integrated solutions to help achieve them.
Our singular focus: To make sure the plans our clients implement reflect and advance their personal, family, business and community objectives. We endeavor to do so with passion and intensity.
The Flynn Wealth Strategies Difference – Our Process
We are different because we take the planning process beyond the numbers to focus on our clients' unique mission, values and goals. There are myriad things that keep them up at night; things like a desire for lifetime economic security, asset protection, transfering their core values to the next generation and more.
Forbes 2022 Best-in-State Financial Security Professional
We’re proud to be named by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022. Our mission has always been to serve our clients with unmatched excellence, and this award is not only evidence of our dedication to you, but a sign of your unwavering trust in us. We’re incredibly grateful for the clients who rely on us to protect the things they care about most, and we cannot express how much we value your partnership with our firm. Thank you for making us one of the top firms in California!
Mike Flynn, Jr. was chosen as one of just a few insurance professionals in California to receive this recognition in 2022. Agents were selected by an independent research firm based on various qualitative and quantitative data. You can learn more about HOOK Research’s methodology here.
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.