It may seem unusual to link an investment strategy with life change, but that connection is the very premise on which our firm has always been built.

Mike Dixon is responsible for the design and implementation of your investment strategy and process. Aligned to your goals and lifestyle objectives, Mike works alongside you to implement customized solutions, helping you discover, achieve, and maintain the art and science of financial happiness.

Why I Founded Dixon Financial Services:

As a young father of two with a rising career at Chevron, where I worked as an accountant while attending school at night in the early 1980s, and later in a series of management roles, I became increasingly interested in the world of personal finance. I had dabbled in investing on my own with mixed results, and I was convinced there had to be a better way: a disciplined method that would serve my own investing and, more importantly, help others invest well too.

In 1987 I earned my Series 7 securities license and began working as a broker. I was energized by the wealth of data and software newly available to advisors thanks to the personal computer. Too often, though, I saw that the products brokers and planners recommended were the ones that generated the most in fees and commissions, rather than the ones that were genuinely best for the client.

At Chevron, I led an accounting division with more than 50 accountants reporting to me. When I discovered in Asset Class Investing a way to conduct planning and asset management that removed me from product sales altogether, I knew I had found my path. I founded Dixon Financial Services in 1989. In 1992 I left Chevron after a fifteen-year career to devote myself full-time to Dixon Financial Services.

My passion for finance and my desire to create something meaningful carried me forward. More than three decades later, I still get to wake up and live that passion every day.

My family is a great source of pride and support for me, and it continues to grow. My wife Sharon and I spend much of our free time in Tahoe, biking, hiking, and golfing. We are grateful to work together in support of organizations that enhance quality of life in our communities, including NAMI, Meals on Wheels, Mentis, Tahoe Truckee Community Foundation, and other charities.

Mike's Educational and Career Background:

Mike has more than three decades of experience in financial services. He began his career at Chevron Corporation in 1977, holding a range of financial and management positions over fifteen years, and he also served three years as CFO of Sea Swell Yachts. He founded Dixon Financial Services in 1989 to help clients realize the personal and financial benefits of practicing “the Art of Financial Happiness,” and he left Chevron in 1992 to lead Dixon Financial Services full-time.

Mike completed both his undergraduate and graduate degrees with honors, earning a Bachelor of Science in Accounting from Golden Gate University, and a Master of Business Administration with a specialty in finance from Saint Louis University. That foundation in financial analysis and money management, deepened through his MBA studies in finance, economics, taxation, and business development, continues to inform his approach today.

Mike also holds several professional designations: Certified Financial Planner (CFP®), Certified Investment Management Consultant (CIMC®), and Certified Investment Management Analyst (CIMA®).