Michelle A. Fait, CFP<sup>&reg;</sup> - Financial Advisor

Michelle A. Fait, CFP®

EA, CDFA

Founder/Financial Life Planner

Satori Financial LLC

P.O. Box 85612
Seattle, WA 98145
FINANCIAL ADVISOR'S WEBSITE
(206) 320-9263

General

Michelle Fait is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Satori Financial LLC in Seattle, WA and the surrounding communities.

Financial Advisor Overview

Satori is an independent, financial planning-focused advisory firm founded in 2001 to offer personal financial advice without financial industry jargon or a requirement that you already have millions of dollars to invest. We focus our work on the planning needs of working professionals and single clients, particularly single women. Our goal is to help you develop a personal financial strategy that simplifies your financial life, adapts to a changing environment, and aligns your resources with what is most important to you. If your goals include financial independence, good health and happiness, contact us.

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Financial Advisor Experience

Michelle is a Certified Financial Planning practitioner (CFP®) with expertise in investments and tax. She holds an MBA in Finance from Yale University and a bachelor’s degree in Economics from U.C. Berkeley. She is also an Enrolled Agent, a tax advisor who is authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. In addition to her work as an economic and litigation consultant, she has worked as an investment banker in New York and Seattle for a major broker-dealer, during which time she held Series 7 and Series 63 NASD registrations. Immediately prior to founding Satori, she served as Treasury Manager for Starbucks Coffee Company, where she was responsible for cash and investment management and financial risk management. She is active in the planning profession, serving as a co-lead for the FPA's Women & Finance Knowledge Circle.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - IRS Enrolled Agent, Certified Divorce Financial Analyst

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Getting Divorced, Getting Married, Life Planning, Retirement, Sudden Wealth, Personal Taxes, Women's Finances

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