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Michal Slate, CFP®

Michal Slate, CFP®

CEO, Founder

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. 

Michal grew up in Santa Rosa, California, and holds the status of Alumni Hall of Fame with Maria Carrillo High School.

You can find Michal spending her free time writing, teaching, taking additional college courses, and spending time with her dog Walter.