Tired of hearing the same advice from every planner? Why can’t you get answers about things you’re interested in?
That’s why I’m here.
I love non-traditional investments. The ones you understand and have real-life application.
I’m Michelle Moses, Certified Financial Planner and I promise, I’m different.
My goal is to find unique investments and bring them to you.
Clients routinely tell me how much better they feel about their money after meeting with me.
You don’t have to stick with boring investments. Enjoy real estate? Let’s do it. Want an Air BnB? I can help.
There are so many ways to make money, you need someone who will help with ALL of it. This, my friend, is why I work for myself.
I love helping people achieve their dreams by investing in things they find interesting.
My childhood dream has always been, to start a business from the ground up.
After college at Miami University in Oxford, OH, my career began in Pittsburgh, PA as an Assistant Buyer for a department store where I quickly moved to. May Department Stores as an Assistant Buyer and moved to Abercrombie & Fitch. I held many positions at Abercrombie.
I loved the community at Abercrombie, but what had happened to my dreams of building a business?
Months after deciding I needed a change, an old high school friend called to offer a job in Phoenix. Commission only, no network of friends and family and miles away from anyone I knew. But I KNEW this was it.
So here I am. I live in Phoenix, AZ. I’m an independent (i.e. I have no boss) Certified Financial Planner and I busted my butt to make it happen.
I networked, taught and wrote articles. Waited tables and pushed paper.
I’ve been a weekly contributor on the John Adams Show — a radio show for entrepreneurs — and featured in the Arizona Republic newspaper and Phoenix Woman magazine.
I’ve appeared regularly on all the local Phoenix news channels, been interviewed for numerous podcasts, appeared as a lifestyle expert on Chat, Chew and Chocolate, and featured on SheKnows.com.
I was a founding board member of the Phoenix Green Chamber of Commerce, the Treasurer (bookkeeper) of the Active 20-30 Club Valley of the Sun — a philanthropic, community service and social organization for professional women — and a lead group facilitator for the Arizona Small Business Association.
I’ve honed my intuitive abilities for five years at the Center for Intuitive Development and taught free classes at Fresh Start Women’s Foundation - a non-profit organization dedicated to supporting women who want to thrive.
When I’m not working, I enjoy spending time with my family & friends, hiking and eating out.