Michael Bird

Michael started his career as an intern at Valentine Ventures in 2016 and while navigating two company mergers, has ascended through the ranks to the role of client advisor for OneDigital Investment Advisors. Michael advises individuals and families on their personal finances and assists business owners in managing their corporate retirement plans.

What drives Michael is the profound impact he makes in the lives of his clients. He views his role as a financial advisor as being a guide to helping his clients align their finances with their goals and values, ensuring that his clients not only appropriately steward their wealth but also develop a lifestyle rich in the things money can't buy.

Outside of work, Michael and his wife have enjoyed contributing to their community primarily through working with youth in various capacities. In the fall, you can find Michael coaching the Bend High boys’ water polo team. Adding an extra layer of joy to their lives is Navy, their Golden Retriever pup, who ensures that excitement is never in short supply.

Michael earned his degree with honors from Oregon State University – Cascades’ campus in 2017, marking the beginning of a journey of continuous growth. Throughout his career, Michael has acquired several professional designations to reinforce his commitment to vocational excellence. Chief among these designations is the Certified Financial Planner® (CFP®) certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who pass the CFP® Certification Examination, agree to abide by the CFP® Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. Additionally, he holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute® and taught in conjunction with Yale School of Management. He also holds the Accredited Investment Fiduciary® (AIF®) designation and the Series 65 License. He is committed to serving his clients with the highest of standards and continuous learning to better serve his clients.