Financial Planning Associate
As our Financial Planning Associate, Michelle works to create and improve the tools utilized by JSF’s team of Financial Planners to help each of our clients better understand their current financial picture as well as prepare for future goals. She also serves as our in-office and mobile Notary Public.
Michelle began her tenure at JSF while still in college – first as an intern in our Operations Department and then as an Executive Assistant. She joined the team full-time in 2016 as an Account Operations Representative, where she assisted in managing client accounts and maintaining internal organization within the department. Michelle began her current role as Planning Associate in 2020, and enjoys working closely with clients while expanding her knowledge of the financial planning process.
In her spare time, Michelle is working to further her education in the industry as a current student in UCLA’s Personal Financial Planning program. When she’s able to take a break from studying, she loves to explore national parks and take portrait and landscape photos. She also enjoys cooking new recipes with her family.
Michelle earned a BA in Psychology from California State University, Fullerton.