About: Michele Leach is a Financial Advisor and owner of Financial Transition Partners. She has a Bachelor of Arts degree from California State University, Northridge (CSUN) and earned her Master’s Degree from the University of California at Los Angeles (UCLA). Michele spent nearly a decade serving at-risk populations as Director of Crisis Services for a private non-profit agency. Recognizing the important role financial health plays in our overall well-being, Michele began serving clients in the Financial Services industry over 25 years ago.
Michele’s practice focuses on helping women address and solve their unique financial concerns. Michele combines her unique background in social services, financial services, and her experience as a female business owner to assist women in achieving financial success. Michele’s background provides additional expertise to assist divorced, widowed, and self-empowered women to understand and effectively manage their assets. Her comprehensive wealth management approach works well with individuals and small business owners. Michele has taught seminars throughout Southern California including “The Life Stages of Financial Planning for Women.”
Michele is a Registered Representative and currently holds several securities licenses including the Series 7, 63, 31, and 24. In addition, she has a California State Insurance license. Securities and Advisory Service are offered through Sagepoint Financial. She completed the Certified Financial Planner (CFP) Professional Education Program in 1997 and continues to keep up on current changes in the financial services industry through classes and educational seminars.
At Financial Transition Partners, Michele works with clients’ attorneys, accountants, and other professionals. We provide an all-encompassing financial program addressing issues that include wealth accumulation, wealth distribution, business succession planning, education funding, tax reduction, and estate planning.
Specialties: Michele focuses on helping her clients navigate transitional events such as divorce, widowhood, sale of a business, retirement, and inheritance.
Quote: "I focus on the 'Why?' How can I help a client develop a viable financial plan if neither of us is clear on the ultimate goal?"
member since november 2017
2535 Townsgate Road, Suite 105, Westlake Village, CA 91361 | (818) 704-0001 | Securities and Advisory services offered through SagePoint Financial Inc., member FINRA/SIPC. Insurance services offered through Financial Transition Partners not affiliated with SagePoint Financial Inc. Additional services referenced are not provided by Sagepoint Financial. Listed Entities not affiliated.