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Michelle Brownstein, CFP®
Chief New Client Development Officer
Michelle Brownstein, CFP® is a financial professional who recently started a new position as Chief New Client Development Officer at Wealth Enhancement Group.2 She is based in the San Francisco area and has over 500 connections on LinkedIn.1
As a Certified Financial Planner (CFP®), Michelle brings expertise in financial planning and wealth management to her role. Her educational background includes studying at UCLA1, which likely contributed to her knowledge in the field of finance and client development.
In her new position at Wealth Enhancement Group, Michelle is likely responsible for developing strategies to attract and onboard new clients, leveraging her experience in wealth management and financial planning. This role suggests she plays a crucial part in the company's growth and client acquisition efforts.
Michelle's LinkedIn profile (username: michellebrownstein) showcases her professional background and connections in the financial industry.1 Her recent career move to the position of Chief New Client Development Officer indicates a significant step in her professional journey within the wealth management sector.
