Michelle L. Carter, CFP^®

Associate Planner

Pathways Advisory Group

684 W Cromwell Ave, Ste 103
Fresno, CA 93711

(888) 339-2431

+1 More Number

(559) 431-4700

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Michelle Carter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pathways Advisory Group in Fresno, CA and the surrounding communities.

Financial Advisor Overview

Pathways is an independent, fee-only financial planning firm located in Fresno, the heart of California’s Central Valley.

Clients come to us for many reasons.

Retirement Planning

Investment Management

Saving Income Taxes

Estate, Gift, and Legacy Planning

Cash Flow and Debt Management

Regardless of the trigger, we appreciate each opportunity. Together we tackle the issues, discuss inefficiencies and formulate a unique financial life plan. As life evolves, so do the discussions. To learn more about us, visit our website: http://pathwaysag.com/ .

Financial Advisor Experience

Michelle came on board in July 2004 as our Operations Manager. In 2006, she took on the role of Paraplanner and, two years later, became an Associate Planner. A Central Valley native, Michelle was raised in Clovis and graduated from Clovis High School, Class of 1997. After obtaining her A.A. degree in 2002, Michelle ventured to Long Beach State to finish her B.A. in Psychology. In 2006, she attended the College for Financial Planning and obtained her CERTIFIED FINANCIAL PLANNER(TM) certification in 2008.

Michelle married her high school sweetheart, Ryan, in 2000. They enjoy traveling and look forward to seeing the world someday. She has 4 small children: Katelyn (2011), Brooklyn (2013) and twins, Madelyn and Jack (2014). They keep her life busy, and she wouldn’t have it any other way!

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Life Planning, Retirement, Starting a Family, Sudden Wealth, Women's Finances