Michael D. Sutherland, CFP®
Michael is a CERTIFIED FINANCIAL PLANNER™ professional with more than two decades of experience helping individuals, families, and business owners bring clarity, structure, and confidence to their financial lives. Since 2001, he has worked with clients across a wide range of income levels and life stages—from those just beginning to build wealth to those preparing for retirement or managing assets for the next generation.
As an independent advisor, Michael takes a comprehensive, forward-looking approach to financial planning—helping clients seek to protect what they've built today while intentionally planning for tomorrow. His work is grounded in sound investment and tax strategies, prudent risk management, and disciplined diversification, all designed to support long-term stability and sustainable growth. Whether the goal is retirement readiness, business planning, or multigenerational wealth transfer, Michael helps clients put their financial house in order and move forward with purpose.
Michael collaborates closely with a trusted network of experienced professionals—including legal, banking, insurance, valuation, and charitable experts—to deliver highly integrated strategies tailored to each client's unique needs. These partnerships support careful planning for asset protection, wealth accumulation, retirement income, and legacy planning.
At the heart of Michael's practice is a genuine commitment to people. Known for his trustworthiness, insight, and commitment to excellence—as well as warmth and personal attention—he takes the time to truly understand what matters most to his clients. By translating their goals into clear, actionable steps, Michael empowers his clients to pursue financial freedom and independence for today and for generations to come.
In addition to being a CERTIFIED FINANCIAL PLANNER™ certificant, Michael is an Investment Adviser Representative with LPL Financial and holds both the Series 7 and Series 66 licenses. He is also licensed in California life insurance and is a California Registered Tax Preparer, allowing him to integrate investment, insurance, and tax considerations into a cohesive planning strategy. He served for six years on the Board of Directors of The Planners Network, a group of financial advisor from across the country. In 2016 Michael transitioned into ownership and renamed the business Sutherland Campbell Tax & Financial Services.
Michael married Dana back in 1996 and lives in Orange County, California with their two sons and daughter.