Contact
New York NY, 10018
212-625-1200
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
“I have worked in finance since graduating undergrad in 2008. Early in my career I spent time working on the institutional side to refine my skills and knowledge. After completing my masters and having significant experience under my belt, I had gained the confidence and financial expertise to assist private clients alongside their life savings. I found a career that I loved and was passionate about! While I enjoyed the people I worked with in my previous jobs, I yearned for more. I am a lifetime student and am always looking to expand my skillset to provide the best service, resources, and solutions to my clients. I found myself listening to, and reading, Barry, Josh, Michael and Ben, and instantly connected to their genuine dedication to serving their clients, and their unwavering commitment to fostering a culture of growth and collaboration with their employees. I had the good fortune of meeting them in early 2020, and the connection was instant. Following the birth of my 2nd daughter, I knew it was time to make the move and live out my professional dream.”
“I LOVE working with clients, getting to know them as individuals, and helping craft their finances in a way that meets their lifelong goals. My clients have worked hard to build their life savings and I am honored that they chose me to help them.”
“I love spending time with my husband, our 2 daughters, and our 2 dogs. Being a mom is the best, and I am cherishing every moment I get with them.”
15+ Years
Bachelors Degree in Mathematics, with minors in Statistics and Business, Colorado State University. Master of Financial Engineering, UCLA. CERTIFIED FINANCIAL PLANNER®. Certified Divorce Financial Analyst®.
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