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Michelle White HeadshotMichelle White serves as a Financial Advisor for the Retirement Planning & Investment Center available through CUSO Financial Services, L.P.

Specialty
Michelle believes in financial planning for everyone, not just the ultra-wealthy. She helps set goals that are measurable, achievable and compatible with personal lifestyles while working with her clients on their priorities, responsibilities, and dreams. A holistic approach to planning is critical. She believes financial success is not about winning, but about protecting oneself and the people they love from financial uncertainty. Financial confidence can come from accumulating wealth, however, by positioning your assets strategically, for unexpected emergencies such as market upheaval, health crisis, or death, fears can be reasoned with and nerves settled.

Education & Experience:
Michelle graduated from Lasell College in Auburndale Massachusetts with a Bachelor of Science degree in Business Administration. Michelle has her FINRA Series 7 & 66 licenses, and is a Licensed Insurance Representative for Life, Accident and Health for NH and MA.

Michelle has earned the Chartered Financial Consultant®, Accredited Investment Fiduciary® and Chartered Life Underwriter® designations. Michelle prides herself on doing what is in the best interest of her clients.

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Disclaimer

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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