With my experience, training and knowledge of financial products and services, my clients receive the top-quality financial guidance they deserve, designed to help them realize their financial goals.
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:
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 #: 0F59646Securities 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.