J. Michael Quigley, CFP®

Senior Wealth Advisor, Principal

At Capital Planning
Michael provides investment management and consulting services for business owners and corporate professionals. As a CERTIFIED FINANCIAL PLANNER™ professional, Michael specializes in helping clients manage their personal wealth and make key decisions regarding business transactions, retirement, estate planning, and investment management. He serves as a member of Capital Planning’s Investment Policy Committee and Strategic Planning Committee and helps design the dynamic portfolios used for our clients.

Practice Focus

  • Business Owner Succession & Exit Planning
  • Wealth Transfer and Advanced Estate Strategies
  • Investment Management and Wealth Consulting
  • Family Legacy Planning

When I Am Not at Work
Michael is a lifelong resident of Seattle area and graduate of the University of Washington. He lives in Bellevue with his wife Catherine and three children. The Quigleys are an active family and Michael can often be found serving as a coach for his children’s various sports teams.

Previous Roles or Ventures
Michael has two decades of financial industry experience and a distinguished track record as an advisor to affluent families. He joined Capital Planning in May 1997 to assist with the development and expansion of Capital Planning’s joint venture with BECU, the largest financial cooperative in the state of Washington. Prior to joining Capital Planning Michael built his knowledge of investments through his work as a Financial Consultant at Smith Barney.

Education & Designations

  • BA, University of Washington, College of Architecture and Urban Planning
  • CERTIFIED FINANCIAL PLANNER™ professional

Professional & Community Activities

  • Capital Planning Investment Planning Committee, Member
  • Capital Planning Strategic Planning Committee, Member
  • Bellevue Wolverines Junior Football, Coach
  • Bellevue Boys Lacrosse Club, Coach

My Most Recent Speaking Engagements

  • Generational Wealth - Creating Your Family Legacy Plan
  • Disinheriting the IRS - Advanced Estate Planning Strategies
  • Executive Compensation & Benefits Strategies
  • The Seven Steps to Successful Retirement™
  • Investing Your VIP-401(k)
  • Investing for Retirement - The Sustainable Retirement Income Plan

Events

See our Events Section for more details.

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