Michelle Brownstein, CFP®

Michelle Brownstein is a Fintech sales executive with a wealth of experience in financial services and wealth management, spanning over 15 years.

She has a track record of being an inspiring leader, adept at driving growth through a combination of strategic thinking and hands-on execution, particularly focusing on messaging, team development, efficient processes, and leveraging technology for client-centric solutions.

Michelle offers expertise in the High Net Worth (HNW) wealth management sector, excels in scaling sales organizations, and is a skilled public speaker.

Her educational background includes studying Economics, Economics & Political Science at UCLA, and obtaining the Certified Financial Planning Certification in Financial Planning from New York University.

Throughout her career, Michelle held various key positions in reputable organizations, including Chief New Client Development Officer at Wealth Enhancement Group, Vice President in the Private Client Group at Empower, and roles at Personal Capital and Fisher Investments covering a range of responsibilities from investment counseling to corporate development.

She has also been actively involved in Diversity, Equity & Inclusion initiatives, serving as a DE&I Council Member at Personal Capital.

Michelle Brownstein's multifaceted expertise and extensive industry experience make her a valuable asset in the world of Fintech and financial services.

Her focus on strategic growth, emphasis on client-centric solutions, and dedication to team development set her apart as a versatile and accomplished professional.