Your Partners in Financial Success

Our team has developed a process where we build a lasting relationship and gain a complete understanding of your goals and why they are important to you. We believe sophisticated investment strategies and innovative solutions are keys to helping our clients achieve their goals.

Michael Haig

Michael Haig is a managing-partner of Sterling Global Strategies and takes pride in getting to know his clients and learning what motives them. That allows him to develop a plan that assists his clients in reaching their financial goals. Mike understands that life and goals change throughout time, which is why he remains personable throughout the entire relationship. This enables him to make sure that his clients remain on the proper path that incorporates all of their objectives.

Before the commencement of Sterling Global Strategies in 2008, Michael graduated with a Bachelor’s Degree in Business Administration from California State Polytechnic University of Pomona. His financial experience includes an extensive 15-year employment history with UBS Financial Services Inc. and Smith Barney as First Vice President of Investments. In addition to assisting individual investors in private wealth management, Michael’s expertise in Corporate Financial Services also allows him to conduct investment consultations to public companies on their qualified plans. Mike currently resides in Southern California, has a beautiful family, and loves spending his free time down in Mexico.

John Paladino

John Paladino, managing partner of Sterling Global Strategies, currently resides in San Diego, for 27 years now, with his wife and two kids. He decided to pursue a career in this industry in the first place because of his passion for investing and his desire to share his knowledge to benefit others. John prides himself in his ability to truly understand his clients and always places their needs and interests first. He remains dedicated to his clients throughout the lifetime of the relationship ensuring they stay on the right course that allows them to reach their goals

John Paladino has been serving the needs of individual and corporate investors since 2000, after earning his Bachelor’s Degree with an emphasis in Economics from San Diego State University. He previously served individuals, families, and corporations as a financial advisor at UBS Financial Services and Morgan Stanley Smith Barney with extensive experience in portfolio analysis, 401k’s, and investment management. When John is not in his office, you can usually find him mountain biking, going to his kid’s sporting events, or watching professional sports.

FINRA brokercheck: https://brokercheck.finra.org/

Zachary Diskin

Zachary Diskin is a wealth advisor for Sterling Global Strategies and an Operations Associate for Laurel Wealth Advisors. He became interested in this career from his passion for wanting to help others build generational wealth and his appreciation of the financial system. Zachary hopes to work with clients of his own, assisting them in their financial journey and developing a relationship with them along the way.

Zachary graduated from Arizona State University in the fall of 2021 with a Bachelor’s Degree in Finance. After interning for both companies over the summer that year, they gave him the opportunity to work for each of them upon graduation. Zachary was able to pass the required exam that is needed for him to start providing advisory services to clients of his own. In addition to working in the finance industry, Zachary spends his time with his fiancé and their animals. He also loves to get outside for a round of golf and enjoys watching sporting events.

John C. Pastore, Jr. CRPC®

Executive Vice President, Private Wealth Manager

John developed our industry-recognized alliance program, a dynamic co-source model that partners financial advisors with CPAs, Attorneys, and Property & Casualty professionals. Today, John works with over 200 professionals nationwide to successfully launch wealth management entities that align with their firm values.

Andree Mohr

President

As President, Andree leads our advisor and professional partner growth initiatives. Efficient strategies to run your practice, coaching, training, and managing all firm activities dealing with increasing revenue fall under her leadership.

Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate, and charitable gifting strategies, he helps high-net-worth clients build legacies and create family dynasties. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax reduction strategies.

Greg Freeman

Advanced Planning Specialist

An Advanced Planning Specialist with more than 10 years of experience, Greg builds comprehensive financial plans for our high-net-worth individual and business owner clients. He is our resident expert with the state-of-the-art planning software, eMoney. Through live modeling, Greg creates an interactive experience that helps make your financial planning journey impactful and memorable.

Stephen Kolano, CFA

Chief Investment Officer

Steve uses his passion and fascination with capital markets to create portfolios that support clients’ journeys across the wealth spectrum. Steve firmly believes that identifying the end objectives for clients, their needs, circumstances, and what drives them, is the cornerstone of investing and portfolio construction. Each client has a story, and it is his duty as the financial steward to ensure that their portfolio is helping them pursue their personal vision of success.

Dylan Porto

Senior Accountant

Dylan works behind the scenes to ensure accounting procedures and practices are followed correctly and comply with relevant regulations.

Brian Lavioe

Director of Business Development & Relationship Management

Brian streamlines our practice’s operations and provides steadfast support so we can pursue our business goals.

Liz Cave

Operations Specialist

Specializing in Schwab processes, Liz supports our custodian training, account opening, and service requests.

About Integrated Partners

Since 1996 Integrated Partners has been the premier hybrid RIA for financial advisors seeking a structured yet open-architecture, multi-custodial environment to navigate their independence and accelerate their practice’s growth. lntegrated’s carefully curated team has an advice-centric mindset and creates a culture that is ideal for financial professionals who share one very important quality: The belief that investor outcomes improve when advisors are empowered to do best by their clients.

With over 200 advisors, 170+ CPAs, and 70+ offices across the United States, Integrated has grown based on a foundation of empowerment, integrity, and trust. Integrated believes in the incredible power that financial advisors have to make a positive impact on people’s lives.

Integrated equips our firm with infrastructure and serves as our back-office support so we can offer a streamlined, boutique client experience. It is through Integrated that we can leverage robust financial planning resources and a large technology platform, all while maintaining our objectivity and independence.

With the ever-changing nature of our industry, Integrated offers extensive practice management programs and training, as well as independent research. These built-in support structures allow us to maintain and strengthen our close relationships with our valued clients while simultaneously allowing us to adapt as our industry evolves.

Being independent means we are free to recommend only those products and services that address your needs. Integrated follows an “open architecture” model that gives us the flexibility to select what we believe are the best products on the market. lntegrated’s status as a Registered Investment Advisor {RIA} means that it operates as a fiduciary. Specifically, we place your needs and interests first.

Integrated does not manufacture investments or hold clients’ money. Our clients’ money is held with our custodial partner, Charles Schwab.

lntegrated’s size and scale bring continuity in the event something were ever to happen to us. This provides peace of mind that you will always be taken care of.

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$18.8 Billion Assets under Advisement
200+ Financial Advisors and 150+ CPA Partners
70+ Offices Nationwide

About Charles Schwab

Schwab acts as our custodian and provides our firm with technology and comprehensive compliance services. You will receive account statements from the custodian.

Through these affiliations, we can choose the products and services that address our clients’ needs. This commitment to objective financial advice helps to preserve the integrity upon which we built our firm and its reputation.

Let’s get started planning your financial future together.