Mike Musco, CPWA®

Financial Advisor

Serving

Oregon & Washington

Mike Musco is a Certified Private Wealth Advisor® (CPWA®) with a diverse background in fiduciary trust and estate management, corporate finance, and mortgage lending. He holds a Bachelor's degree in Accounting from Western Governors University and brings a strategic, client-focused approach to financial planning. His career began in fiduciary services, managing complex trust and estate matters, followed by finance roles at Microsoft where he refined his analytical and planning skills. Mike is located in Bend, OR.

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Our Services

Retirement Planning
Estate Planning
Investment Management
Tax Planning
Insurance Guidance
Business Financial Planning

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Mike will review your information

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Meet to share your story and financial goals

Learn More About Mike

In 2019, Mike and his wife, Stephanie, relocated to Bend, Oregon, where he built a nationally recognized mortgage practice. As a NEXA Presidents Club member, he ranked among the top 20 loan officers nationwide in both 2021 and 2022. Responding to shifting market dynamics and a desire to apply his creativity and analytical strengths more fully, Mike transitioned into financial advisory services. His CPWA® designation reflects his commitment to serving high-net-worth clients with advanced strategies in tax planning, estate structuring, and portfolio management.

Mike was born in Kona, Hawaii, while his parents served with Youth With A Mission. His early years were shaped by hands-on work—building spec homes, tending a micro-farm in Eastern Washington, working in orchards and restaurants, and fighting wildland fires—all before age 20. These formative experiences instilled in him resilience, resourcefulness, and a strong work ethic that continues to guide his professional journey.

Overlooking Bend, Oregon