Michele Welch, CFP^®

Private Wealth Advisor 751.52 Miles

LPL Financial

400 Post Ave, Suite 101
Westbury, NY 11590

FINANCIAL ADVISOR'S WEBSITE

https://www.zwmadvisors.com/team/michele-welch

(516) 764-0951 CONNECT WITH Michele

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Michele Welch is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at LPL Financial in Westbury, NY and the surrounding communities.

Financial Advisor Overview

As part of Zarra Wealth Management, I work alongside a team of three CERTIFIED FINANCIAL PLANNER® practitioners committed to building meaningful, long-term relationships with our clients. In my practice, I take a tailored approach to planning; listening carefully, asking thoughtful questions, and developing strategies that reflect each client’s unique goals, risk tolerance, and life circumstances. Whether clients are planning for retirement, already in retirement, or navigating a major life change— such as a job transition, new baby, or college planning — I collaborate with them to address their concerns and move forward with clarity.

Financial Advisor Experience

As a CERTIFIED FINANCIAL PLANNER® practitioner, Michele specializes in retirement planning, women’s financial strategies, family finances, and tax planning. Her investment philosophy is simple and client-centered: always put the client’s interests first. She is guided by integrity and transparency in every recommendation, with a focus on identifying and managing risk while building customized portfolios that align with each client’s unique goals, risk tolerance, and time horizon. Michele’s mission is to provide clarity through a thoughtful, comprehensive plan.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Insurance Licenses

Life insurance: FL,NY
Fixed annuities: FL,NY
Variable annuities: FL,NY

Broker-Dealer Affiliation

LPL Financial

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Women's Finances