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

Michelle Klein, CFP®

WealthEra Financial Planning

Virtual
Orlando, FL 32812-7501
FINANCIAL ADVISOR'S WEBSITE
(407) 765-9647 CONNECT WITH Michelle
  • linkedin link

General

Michelle Klein is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at WealthEra Financial Planning in Orlando, FL and the surrounding communities.

Financial Advisor Overview

As a CERTIFIED FINANCIAL PLANNER™ professional with experience since 2019, I specialize in guiding clients through critical financial transitions with personalized, strategic planning. My practice focuses on retirement transitions, long-term financial planning, and inherited asset management. With a Bachelor's in Finance from UCF and an MBA from Mercer University, I bring both technical expertise and business acumen to each client relationship. My membership in the Central Florida Estate Planning Council enhances my ability to integrate comprehensive estate planning strategies into my clients' financial roadmaps. My approach centers on three core principles: education first, holistic planning, and long-term partnership. I believe in empowering clients with knowledge, considering their complete financial picture, and building lasting relationships to guide them through life's changes. Beyond my professional practice, I'm actively involved in my community as a Girl Scout leader and engaged parent at my two daughters' schools. These experiences reflect my commitment to helping young women develop confidence and financial literacy—values that align with my professional mission of creating financial security and peace of mind for my clients. I welcome the opportunity to learn about your unique financial situation and explore how my experience and approach might help you achieve your goals with confidence.

More

Financial Advisor Experience

As a CERTIFIED FINANCIAL PLANNER™ professional since 2019, I specialize in personalized financial guidance through life's critical transitions. With a Bachelor's in Finance from UCF, an MBA from Mercer University, and membership in the Central Florida Estate Planning Council, I combine technical expertise with genuine empathy. Expertise Retirement Transition Planning: Creating sustainable income strategies, optimizing Social Security, addressing healthcare needs, and managing distribution tax implications. Long-Term Planning: Developing customized savings strategies, maximizing employer benefits, and creating diversified portfolios for future security. Inherited Asset Management: Navigating the emotional and technical aspects of managing newly acquired wealth. Estate Planning: Aligning investments with estate goals and coordinating with legal professionals. Philosophy My approach centers on education, holistic planning, and long-term partnership. I believe informed clients make better decisions, financial strategies should work in harmony, and ongoing guidance is essential as circumstances change. Community Involvement As a mother of two daughters, I'm committed to empowering the next generation. I serve as a Girl Scout leader and actively volunteer in my children's schools, sharing my passion for financial literacy and leadership development. I welcome the opportunity to discuss your financial goals. Please contact me to schedule a complimentary consultation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources