Michelle  Petrowski,  CFP<sup>&reg;</sup> - Financial Advisor

Michelle Petrowski, CFP®

CDFA™

Certified Financial Planner (CFP®) & CDFA™

Being in Abundance

44047 N 43rd Ave, #74333
Phoenix, AZ 85087
FINANCIAL ADVISOR'S WEBSITE
(520) 369-3380 CONNECT WITH Michelle
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General

Michelle Petrowski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Being in Abundance in Phoenix, AZ and the surrounding communities.

Financial Advisor Overview

Goal setting & Financial coaching around Retirement Planning,Tax Planning, Investment Management, Estate planning and Risk Mananagment available.

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Financial Advisor Experience

Experience working with High-net worth clients, folks in Tech (tech refuge here) , Women in Transition, families as well as Military & Federal employees

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA™

Insurance Licenses

  • Life insurance: AZ
  • Health/disability insurance: AZ
  • Property/casualty: AZ

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Getting Divorced, Government & Military, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources