Our People

Our People

Michelle L. Patel, CFP®

Michelle offers a refreshing approach to financial planning, with her primary aim to keep her clients’ financial plan relevant and up to date.

Changes in the economic landscape over the last 3 years have made families and business owners busier than ever. Michelle understands this first hand as a business owner, having a husband who is also a business owner, and both raising a young child at the same time.

Recognizing that business owners and families have been busier than ever, Michelle has adapted her financial planning process to make it simpler, more accessible and easier to keep up to date. Streamlining the process through the use of technology is one of the key elements.

If something is perceived as hard or difficult to do, people tend to procrastinate, especially if they have competing priorities. Michelle’s vision is that her clients find that by working with her, it is easier to make financial planning a top priority in their lives.

Michelle brings a breadth of experience to her financial planning clients, from corporate financial planning, operations & sales, to experience helping individuals and families work towards their personal financial goals. She has been helping clients with their personal financial planning needs since 2003.

As a Certified Financial Planner™ practitioner, Michelle is qualified to address her clients’ comprehensive needs, addressing specific issues such as investing, retirement planning, maximizing cash flow, education planning, estate planning, and insurance.

Michelle enjoys spending time hiking and exploring the beautiful state of Arizona with her husband Neil, a Certified Public Accountant, and their 10 year old daughter.

Educational & Professional Qualifications:

Certified Financial Planner™ (CFP®), Board of Certified Financial Planners
Master’s in International Management, Thunderbird School of Global Management
Bachelor’s of Science in Business Administration, Boston University
Finance Manager, Intel Corporation
Account Manager, Cargill formerly known as Cerestar USA, Inc.

Speaking engagements: Mesa Financial Planning Days, Arizona Real Estate Investors Conference
Community: Mesa Chamber of Commerce, Financial Planning Association –Phoenix Chapter

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*Securities and advisory services offered through FSC Securities Corporation, Member FINRA, SIPC and a registered investment advisor. Certain insurance products are offered through Moveo Financial Group, Inc., which is not affiliated with FSC Securities Corporation, and is not a registered broker dealer or investment adivsor. 2260 East Brown Road #6W Mesa, AZ 85213.  480-275-5219.  Michelle L. Patel is registered in the following states: Arizona, California, Colorado, Illinois, Oregon, and Washington.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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