Michelle Felendes, CFP®, ChFC®, CLU®, CEPA

A More Intentional Approach to Wealth

I have always believed that meaningful success is created at the intersection of vision, strategy, and belief.

This philosophy guides not only how I live my life—but how I advise the individuals and families I serve.

When it comes to personal finance, achieving meaningful outcomes requires more than technical expertise.
It requires clarity, alignment, and the ability to move forward with confidence.

Where Financial Strategy Meets Human Understanding

My approach to financial planning is shaped by both experience and perspective.

I graduated cum laude from the University of California, Davis with a degree in Human Development, a foundation that continues to influence my work today. Early on, I became deeply interested in how individuals think, make decisions, and navigate complexity—particularly during pivotal life moments.

Over time, it became clear:

Financial success is not just about what you know—it's about how you think, decide, and act.

That understanding led me to build a practice that integrates:

• Advanced financial strategy
• Behavioral finance
• Emotional intelligence

So you not only make sound financial decisions—but feel grounded and confident in them.

A Thoughtful, Relationship-Driven Experience

I work with highly successful individuals, business owners, and accomplished women who are navigating complex financial lives.

They are often:

• Leading businesses or careers at a high level
• Managing competing priorities and responsibilities
• Seeking clarity in the midst of growth and change
• Ready to move beyond transactional advice

Our work together begins with meaningful, intentional conversations—designed to uncover what truly matters to you.

From there, we create strategies that allow you to:

• Live more fully and intentionally
• Experience greater clarity and control
• Align your wealth with your values and vision
• Reclaim time and mental space
• Move forward with confidence

Your Financial Strategist and Partner

Think of me not simply as an advisor, but as your financial strategist and trusted partner.

Someone who helps you navigate life’s opportunities and inevitable uncertainties with clarity, perspective, and care.

While my role includes designing and implementing sophisticated financial strategies, it also includes something equally important—creating a space where you feel understood, supported, and empowered in your decisions.

Experience, Recognition & Professional Background

With over 19 years of experience, I bring both depth and precision to my work.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Financial Consultant (ChFC®)
• Chartered Life Underwriter (CLU®)
• Certified Exit Planning Advisor (CEPA)
• Wharton School, University of Pennsylvania – Certificate in Retirement Planning
• Credentialed Holistic Financial Coach, issued by the Columbia Coaching Center of Excellence, Teachers College, Columbia University

I am also honored to be a Lifetime and Top of the Table member of the Million Dollar Round Table (MDRT)—an international recognition of excellence within the financial services profession—and am recognized within the top 2% of my firm.

A Collaborative, High-Touch Practice

While I bring significant expertise, I believe the best outcomes are achieved through collaboration.

I work alongside a carefully curated network of professionals and am actively building a team to expand the depth and reach of the experience I provide—while maintaining the high-touch, relationship-first approach my clients value.

This ensures that no matter how complex your situation, you are supported with thoughtful, comprehensive guidance.

My Philosophy

Financial planning should feel different.

It should feel:

• Clear, not overwhelming
• Thoughtful, not transactional
• Personal, not one-size-fits-all

Most importantly, it should support you in truly living — not just accumulating.

Final Thought

Life is dynamic. Your financial life should be able to evolve with you.

Having a trusted partner to help guide decisions, create clarity, and provide perspective is not just valuable—it is essential.

Professional & Licensing Information

Michelle Curry Felendes is licensed in multiple states for life, health, disability, variable contracts, and long-term care insurance. She holds securities registrations including Series 7, 63, 65, and 24.

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

CFP® and CERTIFIED FINANCIAL PLANNER™ 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.