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