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Michelle Soto, CFP®, CDFA™

Director of Financial Planning

Michelle joined the firm in 2012 and 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.

Education
  • BS in Commerce, University of Virginia
  • Personal Financial Planning Program at the University of California, Berkeley
Highlights
  • Michelle Soto is a CERTIFIED FINANCIAL PLANNER™ professional
  • Michelle is a Certified Divorce Financial Analyst™
  • Treasurer and Member of the Peninsula College Fund Board of Directors
  • Member of the Financial Planning Association of San Francisco, Programs Committee and Allied Professionals Committee
  • Past Board Member of the Financial Planning Association of San Francisco
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