Bellevue

Michelle Smith

CFP®

Associate Advisor

10900 NE 8th St, Suite 780
Bellevue, WA 98004

Michelle Smith

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Michelle Smith

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Michelle

Michelle is passionate about financial preparation and worked in the banking industry to gain experience working with clients and various teams while servicing her community. She diligently supports advisors in helping clients achieve their financial goals through all life stages.

Michelle holds a Certified Financial Planner® designation.

Michelle is a long-time Tacoma, Washington, resident. Outside of work, she enjoys exploring/hammocking and trying new restaurants with her boyfriend (or simply staying home with their two cats).

Education and Professional Milestones

-University of Washington – bachelor’s degree in finance