The work behind
the name.
Michele Farrell is the Owner and a Financial Advisor at Elevate Wealth Advisors. Michele stands out not only as a valued member of her local community but also as a financial advisor who assists clients nationwide. Raised and having lived in Southern California for most of her life, Michele brings a personal touch to her professional expertise. Michele’s passion and mission are to lead, inspire, and educate individuals about financial literacy, providing the tools necessary for a life of financial freedom. By helping clients understand how money works, they can grow, protect their nest egg, and leave a legacy for generations to come. Many people contribute immensely to the world, yet they are often overlooked in financial planning. Through her educational approach, Michele empowers clients to protect their dreams and live their purpose. She continues her work with the belief that everyone deserves the absolute best when it comes to their hard-earned money and should accept nothing less. As a Certified Exit Planning Advisor (CEPA), Michele specializes in working with business owners on exit planning. She helps them navigate the complexities of transitioning out of their businesses, ensuring they maximize value and achieve their personal and financial goals. Her expertise in exit planning adds another layer of comprehensive service to her clients, making her an invaluable partner in their financial journeys. Her career in financial planning began when she realized the profound impact she could have on people’s lives. Michele’s personal experience of losing her dad at age 9, which led to financial hardship for her mom, fuels her dedication. Her dad’s life insurance was tied to his job, and after being laid off, he lost those benefits and passed away three weeks later. This left her mom struggling, with her nest egg mismanaged by a traditional broker who prioritized his interests over hers. When her mom had to medically retire at 65, she had only $10,000 in retirement savings. Michele vowed to help prevent such situations for the people she encounters daily. Michele rejects a one-size-fits-all approach. She ensures that each financial plan is customized and tailored to her clients’ specific goals, dreams, and aspirations. The individuals she serves learn how to budget, protect themselves and their families, save for retirement, minimize taxes, and maximize social security. Michele enjoys piecing together the many aspects of financial planning into one cohesive and beautiful picture. Michele Farrell offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. ELEVATE WEALTH ADVISORS is not a registered investment advisor and is independent of Gradient Advisors, LLC. Elevate Wealth Advisors, Michele Farrell and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.