Michelle Moses, CFP^®

Me Financial, PLLC

3033 N Central Ave. #640
Phoenix, AZ 85012

(480) 442-5816 CONNECT WITH Michelle

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We charge by the hour, project or assets under management - giving you flexibility to gain the advice you need. Our commitment to excellence is reflected in our high client satisfaction ratings and numerous positive testimonials.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Company Website

General

Michelle Moses is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Me Financial, PLLC in Phoenix, AZ and the surrounding communities.

Financial Advisor Overview

Me Financial is a fee-based financial advisory firm dedicated to helping clients achieve their financial goals through clear communication, active listening, and an understanding of their unique wants and needs. We work closely with our clients to gain clarity on their financial objectives and develop personalized strategies that align with their lifestyle and dreams. Using our expertise and a wide range of financial products, we strive to provide solutions that work seamlessly for our clients. Our approach involves diversifying portfolios beyond traditional stocks and bonds, incorporating alternative investments like real estate, commodities, and private equity to create stability and generate consistent returns.

Financial Advisor Experience

Michelle is a Certified Financial Planner with over 20 years of experience helping clients achieve their financial dreams. As one of the first women to open an independent Registered Investment Advisory firm, she is dedicated to providing unbiased advice and personalized solutions. With a focus on retirement planning and alternative investments, Michelle strives to match clients with the plan that fits them best.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: AZ
Fixed annuities: AZ
Variable annuities: AZ

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Nontraditional Households, Women's Finances