"To accomplish great things we must not only act, but also dream; not only plan, but also believe."
~Anatole France
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. This is where I come in - to educate you in making the right decisions and to keep you on the course to making dreams a reality. Success doesn't happen by chance and procrastinating only makes it harder!
Having been in the business since 2007, I have seen the ups and downs of the market which helped me to truly understand my value as an advisor. I am here to be your financial navigator, guiding you through life events to make smart financial choices. I primarily work with families and companies in the areas of retirement planning and risk management. I also work with small business owners to help them with their benefits and succession strategies.
I hope your visit to my site will 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 to help increase your financial literacy in concepts such as insurance, investing, retirement, estate planning strategies, and wealth preservation.
Most importantly, I hope you see the value of working with skilled professionals as I work alongside your other trusted advisors such as your CPA and attorney, to create a customized, goal-based plan.
I am fortunate to have found a career I am committed to and passionate about and have accomplished many successes including:
- Certified Financial Planner™ professional designation (CFP®), holding me to a higher standard of knowledge and service. Learn more about the CFP® certification at www.cfp.net
- Chartered Financial Consultant (ChFC®) - an advanced designation with in-depth coverage of the key financial planning disciplines, including insurance, income tEquitabletion, retirement planning, investments and estate planning awarded by The American College.
- Chartered Life Underwriter (CLU®) - one of the oldest and most respected credentials in the insurance profession. It covers a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.
- Attended the Wharton School at the University of Pennsylvania where I received a Certificate in Retirement Planning
- 5-year member of the Million Dollar Round Table, the Premier Association of Financial Professionals. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
- Member of the Association for Advanced Life Underwriters (AALU)
Michelle Curry 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 serves on The Louisville High School Alumnae Board.
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 licensed. She lives in Woodland Hills with her family.
New clients accepted by referral only.
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.
