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Michelle Soto, CFP®, CDFA™

Director of Financial Planning

Michelle provides investment advice, portfolio design, and financial planning advice to both private and institutional clients. As Director of Financial Planning, Michelle oversees the firm’s internal education, projects, and resources with the objective of providing high-quality client advice in areas such as estate planning, tax strategies, retirement plans, equity compensation, insurance, and education funding.

Michelle and her husband live in Belmont.

  • B.S. in Commerce, University of Virginia
  • Personal Financial Planning Program, University of California, Berkeley
  • Certified Financial Planner™
  • Certified Divorce Financial Analyst™
  • Past board member of the Peninsula College Fund
  • Past board member of the Financial Planning Association of San Francisco

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