Your Financial Life Deserves a Trusted Navigator
Financial planning and investment management for busy professionals who want clarity and control without the overwhelm.
Your Financial Life Deserves a Trusted Navigator
Financial planning and investment management for busy professionals who want clarity and control without the overwhelm.
Your Financial Life Deserves a Trusted Navigator
Financial planning and investment management for busy professionals who want clarity and control without the overwhelm.
The Shift
Something Has Changed Recently
Maybe it was your promotion at work that came with an exciting but unfamiliar alphabet soup of compensation types like RSU, ISO, or NQSO.
Maybe it was the evolving needs of your growing children or aging parents.
Whatever it was, you looked at your household finances and thought: I need a better system for this.
The Shift
Something Has Changed Recently
Maybe it was your promotion at work that came with an exciting but unfamiliar alphabet soup of compensation types like RSU, ISO, or NQSO.
Maybe it was the evolving needs of your growing children or aging parents.
Whatever it was, you looked at your household finances and thought: I need a better system for this.
The Shift
Something Has Changed Recently
Maybe it was your promotion at work that came with an exciting but unfamiliar alphabet soup of compensation types like RSU, ISO, or NQSO.
Maybe it was the evolving needs of your growing children or aging parents.
Whatever it was, you looked at your household finances and thought: I need a better system for this.
What's Possible
What's Possible
What's Possible
Trade Overwhelm for Confidence
When working with Alaminos, the complexity doesn't go away. But the overwhelm does.
Clear Financial Picture
You'll know where you stand. No more scattered accounts or wondering if you're on track.
Strategic Decision-Making
We’ll help you chart a course for your family finances and help you identify and avoid obstacles on your way.
Time Back in Your Life
We handle the details so you can focus on what actually matters to you.
Peace of Mind
You can finally stop thinking about your finances constantly.
Meet Your Navigator
I've Been Where You Are
Hi, I'm Mike Sommer.
I started Alaminos Wealth Planning in 2025 as an encore career. I have already completed a multi-decade career in corporate finance and accounting, mostly at publicly-held US-based multinational companies.
In addition to my professional experience, I also have the benefit of accumulated life experiences that many professionals starting a personal finance practice earlier in life have not yet faced.
My wife and I have loved and honored each other for more than 25 years now, in good times and in bad, as the vows say. I have arranged college financing for our two adult children. I have coped with family health surprises and cooperated with siblings and in-laws on the late-stage care and eventual passing of aging parents. I hope to bring insights, empathy, and credibility to my client relationships from the totality of my human experience – the professional and the personal.
Meet Your Navigator
I've Been Where You Are
Hi, I'm Mike Sommer.
I started Alaminos Wealth Planning in 2025 as an encore career. I have already completed a multi-decade career in corporate finance and accounting, mostly at publicly-held US-based multinational companies.
In addition to my professional experience, I also have the benefit of accumulated life experiences that many professionals starting a personal finance practice earlier in life have not yet faced.
My wife and I have loved and honored each other for more than 25 years now, in good times and in bad, as the vows say. I have arranged college financing for our two adult children. I have coped with family health surprises and cooperated with siblings and in-laws on the late-stage care and eventual passing of aging parents. I hope to bring insights, empathy, and credibility to my client relationships from the totality of my human experience – the professional and the personal.
Meet Your Navigator
I've Been Where You Are
Hi, I'm Mike Sommer.
I started Alaminos Wealth Planning in 2025 as an encore career. I have already completed a multi-decade career in corporate finance and accounting, mostly at publicly-held US-based multinational companies.
In addition to my professional experience, I also have the benefit of accumulated life experiences that many professionals starting a personal finance practice earlier in life have not yet faced.
My wife and I have loved and honored each other for more than 25 years now, in good times and in bad, as the vows say. I have arranged college financing for our two adult children. I have coped with family health surprises and cooperated with siblings and in-laws on the late-stage care and eventual passing of aging parents. I hope to bring insights, empathy, and credibility to my client relationships from the totality of my human experience – the professional and the personal.
How It Works
Three Simple Steps to Take Control
Start with Clarity
An honest conversation about where you are and where you want to go, with no pressure or sales pitch.
Chart Your Course and Set Sail
Using The Navigator Method, we create a complete picture of your finances, build a clear roadmap, and guide you through confident action.
Stay on Track
Regular check-ins keep your plan current as life changes, so you maintain confidence no matter what comes next.
How It Works
Three Simple Steps to Take Control
Start with Clarity
An honest conversation about where you are and where you want to go, with no pressure or sales pitch.
Chart Your Course and Set Sail
Using The Navigator Method, we create a complete picture of your finances, build a clear roadmap, and guide you through confident action.
Stay on Track
Regular check-ins keep your plan current as life changes, so you maintain confidence no matter what comes next.
How It Works
Three Simple Steps to Take Control
Start with Clarity
An honest conversation about where you are and where you want to go, with no pressure or sales pitch.
Chart Your Course and Set Sail
Using The Navigator Method, we create a complete picture of your finances, build a clear roadmap, and guide you through confident action.
Stay on Track
Regular check-ins keep your plan current as life changes, so you maintain confidence no matter what comes next.