Evard Financial Advisors, PLLC
Raised in the Midwest, Michelle Moses, CFP® moved to the Valley of the Sun in 2004 to escape the winter cold and start her own business. Michelle has always enjoyed helping people with their finances and believes your finances should match you, your beliefs and your lifestyle.
Michelle began her own practice to change peoples' lives and was fascinated by the relationship they had with money. Her vast knowledge about emotions and money and her quest for good, honest advice inspired her to open her own practice. A practice where people could trust their advisor and not expect to be sold to. She truly has her clients' best interests at heart, and seeks to nurture and grow their wealth and interest in their own financial life. She'll explain what you need to know, in depth, and in terms you can understand.
Whether you're in need of financial planning, organizing your estate, setting up an education plan for your kids or other financial services, you can trust Michelle Moses to keep your best interests at heart.
Michelle Moses, CFP® is a graduate of Miami University (Oxford, OH), an Investment Advisor Representative of Evard Financial Advisors, PLLC (an Investment Advisory firm registered with the state of Arizona), and a CFP® designee.
CERTIFIED FINANCIAL PLANNER™ Certification can help you identify financial planners who are committed to competent and ethical financial planning. As recently mentioned on the front page of The New York Times, individuals authorized by CFP Board to call themselves CFP® professionals have completed the established and rigorous education, examination, experience and ethical requirements of the CFP® certification process. CFP Board takes seriously its enforcement of ethical requirements and recently adopted an updated and strengthened set of ethical standards designed to make sure the public has access to ethical financial planning services.
Phoenix Green Chamber of Commerce: Finance Chair
Arizona Small Business Association: Leads Club Facilitator
Fresh Start Women's Foundation: Instructor
Junior Achievement Young Professionals Group: Board Member
Valley of the Sun 20-30 Club: Board Member