Michelle Moller, Financial Advisor located in Petaluma, CA

Financial Advisor
Michelle Moller

CFP®, CEPA®
26 Fourth Street Suite B, Petaluma, CA 94952opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Personal Fitness
  • Reading
  • Health & Nutrition
  • Fine Dining
  • Active Lifestyle

Team Members

  • Ashley Loza
    Associate Financial Advisor Trainee
  • Carol Mills
    Sr. Branch Office Administrator
    FPQP®
  • Aaryn Sharp
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(707) 763-3006

Fax

(866) 596-3484

Office Address

26 Fourth Street Suite B
Petaluma, CA 94952opens in a new window

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