Michele’s passion and mission is to lead, inspire and educate women about financial literacy; to provide the tools necessary to lead a life of financial freedom. By helping women understand how money works, they can grow, protect their nest egg and leave a legacy for generations to come. Women gift so much to the world and yet so often are overlooked when it comes to financial planning. Through her educational approach, she empowers women to protect their dreams and live their purpose.
She started her career in the financial planning sector when she realized the difference she could make in women’s lives. Michele lost her dad at age 9, which was a financial hardship for her mom. Her dad had all his life insurance through work, was laid off, lost those benefits and 3 short weeks later died of a heart attack. This left her mom to fend for herself, not knowing where to turn. Her nest egg had been invested by a traditional broker who made decisions best for his family, not hers. When her mom had to medically retire at 65, she only had $10,000 in retirement savings. Michele vowed that she would not let that happen to the women in her life and those she meets daily.
Michele does not believe in a cookie cutter process. Her focus is to make sure that your plan is customized and tailored specifically to your goals, dreams, and aspirations. The women that she serves will learn how to budget, to protect themselves and their families, to save for retirement, to minimize taxes and maximize social security. There are so many pieces to the puzzle, but Michele enjoys taking the many pieces and putting them into one beautiful picture.
Michele’s work was recognized by the Los Angeles Tribune in 2020 as Financial Advisor of the Year “…for consistently putting the well-being of the community and her clients as her top priority.”1 She continues this work because she believes you deserve the absolute best when it comes to your hard-earned money, and should accept nothing less.
Michele Farrell acts as a non-registered associated person with United Planners. All advisory and financial planning services are done through Oregon Pacific Financial Advisors, independently of United Planners.