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Michelle Brownstein, CFP®

Chief New Client Development Officer

Michelle Brownstein, CFP® is a financial professional who currently serves as the Chief New Client Development Officer at Wealth Enhancement Group.1 She joined the company in 2023, bringing over 15 years of experience in financial services, with expertise in sales leadership and innovation.4

Based in the San Francisco area, Michelle holds a Certified Financial Planner (CFP®) designation and has a background in economics, having studied Economics and Political Science.3 She completed her Certified Financial Planning certification, specializing in Financial Planning.3

In her role at Wealth Enhancement Group, Michelle is part of the executive leadership team, focusing on developing strategies to attract and onboard new clients.5 Her appointment reflects the company's commitment to growth and client acquisition efforts.

Prior to joining Wealth Enhancement Group, Michelle's career included a brief stint at Empower Advisory Group, LLC from April to June 2023.1 Her LinkedIn profile (username: michellebrownstein) showcases her professional background and boasts over 500 connections in the financial industry.2

Michelle's expertise and leadership in financial planning and wealth management make her a valuable asset to Wealth Enhancement Group as they continue to expand their client base and industry presence.

Highlights

Jan 1 · prnewswire.com
Wealth Enhancement Group Adds New Leadership, Leads Industry ...
Wealth Enhancement Group Adds New Leadership, Leads Industry ...
Wealth Enhancement Group Adds New Leadership, Leads Industry ...
[PDF] Michelle Erin Brownstein - SEC.gov
Jan 1 · rocketreach.co
Michelle Brownstein Email & Phone Number - RocketReach
Michelle Brownstein Email & Phone Number - RocketReach

Related Questions

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Michelle Brownstein, CFP®
Michelle Brownstein, CFP®, photo 1
Michelle Brownstein, CFP®, photo 2
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Location

San Francisco, California, United States