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

Michelle Ogden, CFP®

CRPS® CKA®

Wealth Advisor

Ogden Wealth LLC

260 Lookout Pl, Ste 106
Maitland, FL 32751-4485
FINANCIAL ADVISOR'S WEBSITE
(407) 645-1639 CONNECT WITH Michelle
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General

Michelle Ogden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ogden Wealth LLC in Maitland, FL and the surrounding communities.

Financial Advisor Experience

Immediately after graduating from UCF Michelle enjoyed 5 years at Charles Schwab, followed by 2 years in commercial real estate. At night, however, she still found herself assisting people with their finances. In 2006, she accepted an opportunity to become an independent adviser with VOYA Financial, an insurance-based Broker/Dealer. It was at this same time Michelle hired a life coach and redefined her own relationship with money. Up until that point, Michelle assumed money was the answer to all of her problems. She was painfully frugal, but she simultaneously failed to experience the freedom she imagined money would provide. This personal journey to view money in a different way would lay a foundation for her to do the same with clients. Michelle then founded Michelle Ogden & Company LLC in 2007. With a mission to help people live a life by design, not by default. Stress and anxiety are toxic emotions that are often associated with financial matters. The comprehensive planning Michelle and her team provide significantly reduces those negative emotions and replaces them with positive ones, like financial confidence, hope for the future, anticipation, and excitement as you move toward your preferred future.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

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

Insurance Licenses

  • Life insurance: FL, TN

Broker-Dealer Disclaimer

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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