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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
22
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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Certified Financial Planner™ Practitioner

Education

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

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2024
  • Pollak & Pollak Wealth Management, Ameriprise Client Experience Award, 2020-2021, 2023

Professional associations

  • Haas Alumni Network
  • California Alumni Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Supporting ACCFB during our Day of Service in June 2022!
Supporting ACCFB during our Day of Service in June 2022!

Interests

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

Honored to receive recognition

All of us at Pollak & Pollak Wealth Management are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Pollak & Pollak Wealth Management team and the great experience we work so hard to provide for our clients every day.