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Michelle P.

Financial Planner

Location:

Mesa, AZ
Hometown: Mesa, AZ

Member since:

August 25, 2009

Company name, your phone number, and your position.

Moveo Financial Group, Inc., Certified Financial Planner; www.MoveoFinancial.com

Tell us about your business.

I help my clients stay on track to their financial plans as they travel on their journey to financial independence.

What's a good referral for you?

A good referral for me is somebody aged 45-55 who is seeking independent, objective advice on their financial situation, and would like an update to their financial plan.

How do you feel you would contribute to this group?

I have lived in the Phoenix area for almost15 years. I attended graduate school here, worked for a major high tech company, and have owned my business for 6 years now. I would love to share my experiences to help everybody grow their business.

We meet on the first and third Tuesday of the month. Can you commit to at least 3 out of every 4 meetings?

Yes

Introduction

I very much enjoyed my first meeting and would love to join and learn more about everybody's businesses.


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