Michele is a Chartered Retirement Planning Counselor (CRPC) and a Managing Partner at WealthFolio Advisors. Right out of college with her undergraduate degree in finance, she became a financial advisor and began helping clients build a brighter financial future. Now over three decades later, she brings that same enthusiasm to her role as Managing Partner at WealthFolio Advisors.
Michele spent her whole career in financial services and financial technology. She believes that everyone can achieve financial success with the right guidance. Over the course of her career, Michele has provided financial advice and retirement planning services to high-net-worth clients at Citicorp Investments and Wells Fargo Private Client Services. She has also managed marketing and product management teams at some of the world's leading financial institutions including Thomson Reuters and BlackRock.
Michele's background as a financial advisor coupled with her institutional experience in financial products and technologies provides the backbone for creating a truly unique client experience at WealthFolio Advisors.
Michele has a Bachelor of Science in Finance from California State University, Long Beach and an MBA in Finance from Pepperdine University. Michele currently lives in Sonoma, CA.
