About > Board of Directors > Michael Lerner

Michael Lerner

Michael Lerner is the co–owner of Nautica Wealth Advisors, a San Diego–based financial planning and wealth management firm built on the belief that true success is measured not only in numbers, but in the lives we help enrich. 

For more than 27 years, Michael has guided individuals and families with clarity, compassion, and proven strategies that help them stay focused on what matters most. His mission is simple yet powerful–to help clients live a life without regrets by aligning their financial resources with their personal values, goals, and dreams. 

Michael earned his Certified Financial PlannerTM (CFP®) designation from the College for Financial Planning in 2000. He received his Bachelor’s degree in Business Administration with an emphasis in Finance from San Diego State University in 1992 and his Master of Business Administration from San Francisco State University in 1994. 

He is licensed as both a Registered Representative and Registered Principal with LPL Financial and maintains the following securities and insurance licenses: 

  • NASD Series 7 – General Securities Representative Examination 
  • NASD Series 24 – General Securities Principal Examination 
  • NASD Series 63 – Uniform Securities Agent State Law Examination 
  • NASD Series 65 – Uniform Investment Adviser Law Examination
  • State of California Life Insurance License

Community and connection have always been central to Michael’s life and work. He has served on the Professional Advisor Council for The San Diego Foundation, volunteered as a guest speaker for local high school financial literacy and job–shadow programs, and contributed to the San Diego Union–Tribune’s “Money Makeover” column and live call–in shows. 

Michael has also served as Treasurer for the Poway Youth Lacrosse Foundation and currently serves on the Finance Committee of the North Coast Repertory Theatre. 

Whether helping clients navigate meaningful life transitions, mentoring young professionals, or supporting the arts, Michael’s approach reflects the heart of Nautica Wealth Advisors‘ philosophy–building relationships, enriching lives.