Realta Investment Advisors
46yrs
Top advisor by experience in Orinda
1yr
Michael Testa has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Orinda, California. Michael joined Naylor & Company in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Naylor & Company reports being paid through a percentage of assets.
One of 77 advisors with offices in Orinda, and one of 72 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeOrinda, CA
FirmNaylor & Company
How the firm is paid ?Percent of assets
Typical client at the firm ?$995,744
Advisors at the firm4
States licensed ?1 state
Services through Naylor & Company
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowNaylor & CompanyCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Naylor & Company at (415) 741-7280 and ask for Michael Testa. Michael works from the Orinda, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Naylor & Company reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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