Mike has transitioned to the Chairman role at Bluespring Wealth Management. This follows two and a half decades of running the legacy Bedell Frazier firm, first as Chief Operating Officer then as President & Chief Executive Officer. Mike continues to contribute to global strategies and communications.
Mike has 3 decades of industry experience in investment and media industries. He earned his B.A. from the University of California at Berkeley in 1994 where he majored in History and played rugby. He returned to UC Berkeley in 2002 to study Security Analysis, Modern Portfolio Theory, and Financial Planning in the evening extension program.
Mike began his professional career in television production with CNN & Turner Broadcasting in Atlanta. He entered the investment business in 1998. Mike joined Bedell in 2002 and became a partner of Bedell in 2004. The company later became Bedell Frazier in 2011 and then merged operations with Capital Planning Advisors in 2026.
Mike is a published author, having written the financial primer “Investing from A to Z”. He is the author of a weekly blog called the TGIF report. Mike has also authored multiple articles published in Newsweek and has been quoted in The Wall Street Journal, The New York Times, Barron’s, Reuters, Bloomberg and NPR. He has also been a financial market contributor on Bloomberg’s Bay Area radio affiliate and Diablo Valley’s KKDV.
Mike Frazier has been an active contributor in our community. He’s been a big proponent of financial literacy and continuously presents to local high school students in the classroom. Mike is an active supporter of Save Mount Diablo and the George Mark Children’s House.
He co-chairs the GMCH investment committee. Mike is also a member of the Campolindo High School Athletic Boosters Club and the Acalanes High School District Budget Committee. Mike is also on the Board for UC Berkeley Extension’s Leadership & Management Program.
Mike coached youth softball and soccer in the Bay Area for years and remains an active contributor for youth sports. Mike and his wife Shelley are the proud parents of three daughters: Samantha, Nikki, and Brooke.
