Michelle is fluent in Spanish and is a Certified Financial Planner®. Michelle is on the programs committee for Financial Women of San Francisco, as well as a member of the San Francisco Estate Planning Council, Women in Family Office (San Francisco Chapter), and a Bay Area group of successful women leaders in the family office industry. Michelle is passionate about her family, the outdoors, and mentoring women in leadership and professional development.
Meet the Philanthropic Planning Team
The Philanthropic Planning Team plays a pivotal role in guiding donors to achieve their charitable goals and maximize the impact of their philanthropy. This team works closely with individuals, families, and businesses to understand their values and aspirations and to help them create personalized giving plans. By offering expert advice…