Michelle Felendes, CFP®, ChFC®, CLU®, CEPA
Live Fully. Plan Intentionally. Feel Aligned with Your Wealth.
Money is never just about money.
It’s about the life you’re building, the choices you make, and the legacy you create.
Through thoughtful, personalized guidance, I help accomplished individuals and business owners bring clarity, confidence, and alignment to their financial lives.
Our Work Together
When strategy and self-awareness align, everything shifts.
You will:
- Make confident, intentional financial decisions
- Gain clarity and a greater sense of control
- Align your wealth with what matters most
- Reclaim more of your most valuable asset—time
How I Serve
My work sits at the intersection of technical excellence and human insight, with a focus on:
- Investment Strategy & Wealth Design
- Tax-Aware Planning
- Retirement & Legacy Planning
- Risk & Protection Strategies
- Business & Exit Planning
- Behavioral Financial Coaching
This is comprehensive planning—with a deeper layer most overlook: you.
Who I Work With
I advise successful individuals and business owners at the intersection of wealth, leadership, and life—bringing clarity, confidence, and alignment to even the most complex financial decisions.
An Elevated Experience
This is more than financial planning.
It’s a trusted, high-touch partnership designed around you.
It’s a trusted, high-touch partnership designed around you.
New client relationships are established selectively and by introduction.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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