Michelle Yates, CFP®, CDFA®, ChFC®, BFA™, CPRS™
Michelle serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 20 years of experience in the financial services industry, Michelle offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Michelle worked for an independent wealth management firm as a financial advisor.
Michelle received her Bachelor of Science degree in organizational management and leadership from Judson University in Illinois. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards; a Certified Divorce Financial Analyst®, as designated by the Institute for Divorce Financial Analysts; a Chartered Financial consultant®, as designated by the American College of Financial Services; and a Behavioral Financial Advisor, as designated by Think2Perform.
In her spare time, Michelle enjoys traveling, going for nature walks and hikes, and spending time with friends and family.
Articles by Michelle Yates, CFP®, CDFA®, ChFC®, BFA™, CPRS™
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