About Us

Michelle Curry Felendes

Financial Advisor
Phone: 949-833-5711
Fax: 818-264-4158

"To accomplish great things we must not only act, but also dream;

                      not only plan, but also believe."                 

~Anatole France

I base my client planning, as well as my own life planning on this quotation.  Like so many things in life, particularly with personal finance, reaching your goals requires planning and action. 

We help individuals and business owners identify planning opportunities and solutions through conscious conversations so that they can freely and joyfully live their best lives.

Think of me as your 'financial navigator', leading the way as life throws its inevitable detours. Life is a journey and having someone to guide you, providing a trusting and loving space, is an invaluable part of your team. 

I have always been committed to and passionate about what I do and have earned many designations and awards during my 15+ years in the business:


  • CERTIFIED FINANCIAL PLANNER™ professional designation (CFP®), holding me to a higher standard of knowledge and service.  Learn more about the CFP® certification at www.cfp.net
  • Chartered Financial Consultant (ChFC®)  - an advanced designation awarded by The American College, mastering the key financial planning disciplines, including insurance, retirement planning, investment management and estate planning.
  • Chartered Life Underwriter (CLU®) - one of the oldest and most respected credentials in the insurance profession. It covers a broad array of personal risk management and life insurance planning issues and stresses ethics,  professionalism, and in-depth knowledge in the delivery of financial advice.
  • Attended the Wharton School at the University of Pennsylvania where I received a Certificate in Retirement Planning
  • 7-year member of the Million Dollar Round Table, the Premier Association of Financial Professionals.  MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
  • Member of Finseca - Our industry association. Learn more at www.finseca.org 



Even with the abovementioned titles, no one person can be the expert in all things and I have a team and deep bench of resources to ensure that we get you the answers and support you need for any type of complex situation.  


I would like your visit to my site to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website for you to learn about me and to help increase your financial literacy in concepts such as insurance, investing, retirement, estate planning strategies, and wealth preservation.


Michelle Curry Felendes graduated cum laude from the University of California, Davis where she received a Bachelor of Science in Human Development with a minor in Communications.  


She is licensed in multiple states for life, health, disability, variable contracts, and long term care insurances. She is Series 7, 63, 65 & 24 Securities registered.  


Equitable Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.  


CFP ® and CERTIFIED FINANCIAL PLANNER (TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.   


*Photographs by Lovers of Love                                                                      


 


 

California Insurance License #: 0F59646

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F59646

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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