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Michelle Wilbur, Financial Advisor serving the Pleasanton, CA area - Ameriprise Advisors

Michelle Wilbur

CIMA®

Financial Advisor

BFL Wealth Partners
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 18 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • FINRA Securities Licenses 7 & 63

Education

  • CSU Sacramento
  • New York University

Professional associations

  • CA Department of Insurance

Community participation

I teach children and teen self defense and safety seminars.

I also work with the following charities:

Interests

Martial Arts

Spending time with my family

Reading

Movies