Arbor Financial Services was founded by Mike Puls in the summer of 2003, driven by his passion for offering clients personalized guidance to help them achieve their financial and life goals. As he built Arbor Financial, Mike came to believe that the best results came from combining planning and sustainable investing, all while aligning with his clients' values.

Arbor was ahead of the curve, embracing what was then called socially responsible investing—now refined into ESG factors in our clients' portfolios. At Arbor, you’re not just getting financial advice; you’re getting a dedicated partner who’s committed to helping you reach your life goals and secure a bright financial future.

When Mike isn’t helping you with your financial plans, you might catch him cruising along the coast or exploring different trails on his E-Bike!

Katie ensures the smooth operation of our firm’s daily activities. Whether it’s handling client communications, juggling schedules, Katie’s attention to detail and dedication to our clients ensures everything ticks along perfectly.

Katie’s role in our marketing efforts is all about benefiting you, the client. Her work helps us stay connected with you and keep you updated on what is happening in the financial world, making it easier for you to engage with us and get the most out of our services.

In her free time, Katie embraces the outdoor adventures that Long Beach has to offer, whether visiting her local farmers market, paddle boarding, or just soaking up the sun. When she’s not out and about, you’ll likely find her at home pampering her two beloved cats, Phoebe and Luna.