Updated: Jul 22, 2020
Lighthouse Financial Planners & Advisors Opens Medford Office
MEDFORD, OREGON -- Financial planner Michal Slate announced the opening of her Medford, Oregon, office on Friday (June 19th, 2020). Slate heads Lighthouse Financial Planners and Advisors LLC, an independent financial services firm that provides investment advice to individuals preparing for and entering retirement.
Michal has been in financial services since 2005, working with such firms as Bank of America, Wells Fargo, and most recently Rogue Credit Union. She has a breadth of experience that helps her plan and manage her clients’ financial resources with a holistic perspective.
“I enjoy building relationships with my clients and helping them find the best financial solutions for their unique life goals,” Michal said. “I’m passionate about educating and I look forward to contributing to the financial, personal, and spiritual development of my clients and the community.”
Michal is a member of Kingdom Advisors, a coalition of Christian advisors whose service is influenced by their faith. She is also a proponent of socially conscious investing and is eager to help those who wish to invest by a higher standard.
Michal holds the CERTIFIED FINANCIAL PLANNER™ designation, FINRA Series 7 and 66 registrations, and the State of Oregon and California Life and Health Insurance licenses. She received an MBA in Business Leadership as well as an education MEd in Curriculum Design.
Michal is a member of New Life Nazarene Church in Medford and a Board member of the Jackson County Library Foundation. She has been married to her husband, Travis, for 15 years.
Michal spends her free time writing, teaching, taking additional college courses and spending time with her dog Walter.
Lighthouse Financial Planners & Advisors is committed to helping people achieve their retirement and investing goals. We provide a holistic approach to building and protecting your wealth, including customized portfolio management strategies and asset protection structures, so you can navigate your financial journey.
Securities and investment advisory services are offered through NEXT Financial Group Inc. Member FINRA/SIPC.
Lighthouse Financial Planners & Advisors is not affiliated with NEXT Financial Group, Inc.
33 N Central Ave, Suite 201, Medford OR 97501
Contact: Michal Slate, at 541-494-1034 with any questions about this press release.