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Michelle Brownstein, CFP®

Chief New Client Development Officer

Michelle Brownstein, CFP®, is a distinguished fintech sales executive with over 15 years of experience in the financial services and wealth management industry.

With a strong background in scaling sales organizations, Michelle excels at leveraging her deep knowledge of the high net worth (HNW) wealth management space to drive growth and deliver client-centric solutions.

She holds a Certified Financial Planning Certification from New York University and studied Economics & Political Science at UCLA, showcasing her dedication to continuous learning and expertise in financial planning.

Michelle has held various key roles in reputable organizations, including Chief New Client Development Officer at Wealth Enhancement Group, Vice President at Empower, and multiple leadership positions at Personal Capital and Fisher Investments, demonstrating her diverse skill set and leadership capabilities.

She is recognized for her talent as a public speaker, her strategic approach at the intersection of strategy and execution, and her focus on messaging, people, processes, and technology to drive growth and innovation.

Michelle's career trajectory reflects a strong commitment to excellence, professional development, and making a significant impact in the financial services industry.

Michelle Brownstein, CFP®
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Location

San Francisco, California, United States