CFP® Michelle Brownstein

Michelle Brownstein, CFP®, is a highly accomplished finance professional with extensive experience in investment counseling, client account coordination, and mergers and acquisitions. She completed her undergraduate studies in Economics and Political Science at UCLA and subsequently received her certification in Certified Financial Planning from New York University. Michelle currently serves as the Director of Private Client Services at Personal Capital, where she is responsible for guiding high-net-worth individuals on investment strategies and wealth management. Before this role, she worked as the Senior Vice President of Private Client Group at Personal Capital and held several critical positions at Fisher Investments, including Investment Counselor and Associate Investment Counselor. Her diverse range of expertise and extensive knowledge in finance make her a highly respected and sought-after professional.