Lighting Your Way
Michal Slate, CFP®, MBA, MEd
As a financial planner Michal helps her clients plan and manage financial resources from a holistic viewpoint.
She holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation, FINRA Series 7 and 66 registrations, as well as the State of Oregon and California Life and Health Insurance licenses.
As a financial advisor, Michal enjoys building relationships with her clients and helping them find the best financial solutions for their unique life goals. She is passionate about education and community development. She holds an MBA in Business Leadership as well as an education MEd in Curriculum Design.
The beautiful Rogue Valley has been home since 2005 when she moved from the Bay Area of California. Michal is a member of New Life Nazarene Church in Medford and a Board member of the Jackson County Library Foundation.
Michal has been married to her husband, Travis for 14 years.
You can find Michal spending her free time writing, teaching, taking additional college courses and spending time with her dog Walter.
33 North Central Ave
Medford Oregon 97501