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Our financial advice team


Michelle N Pollak, Private Wealth Advisor serving the Orinda, CA area - Ameriprise Advisors

Michelle N Pollak

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Pollak & Pollak Wealth Management
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Interests

  • Bay Area Native, Reside in Orinda
  • Yoga
  • Travel
  • Volleyball
  • English Bulldogs

Awards & recognition

  • Pollak & Pollak Wealth Management, Ameriprise Client Experience Award, 2020-2021

Qualifications

  • Certified Financial Planner™ Practitioner

Education

  • B.S., 2000, Business Administration, UC Berkeley, Haas School of Business

Professional associations

  • Haas Alumni Network
  • California Alumni Association

Community participation

We're donating to various local food banks to help relieve pressure on higher demand for food in our communities.