Michelle Soto Email & Phone Number

Partner @ Cerity Partners

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Michelle Soto's Location

Redwood City, CA, US

Michelle Soto's Work

Partner @ Cerity Partners
Principal @ Cerity Partners
Director Of Financial Planning @ Cerity Partners

Board Member @ The Peninsula College Fund
Board Member, External Relations Committee Co-Chair @ Financial Planning Association of San Francisco
Vice President @ Bailard, Inc.
Technical Account Manager @ Blue Martini Software
Consultant @ PwC
Consultant @ Accenture

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Michelle Soto's Education

University of Virginia
B.S. (Commerce)
1991 - 1995

Michelle Soto's Skills

Equities
Estate Planning
Portfolio Management

High Net Worth Individuals
Strategic Financial Planning
Investment Strategies
Investments
Asset Management
Asset Allocation
CRM

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Michelle Soto's Summary

Michelle Soto, based in Redwood City, CA, US, is currently a Partner at Cerity Partners, bringing experience from previous roles at Bingham, Osborn & Scarborough, LLC, B|O|S (Bingham, Osborn & Scarborough LLC), Peninsula College Fund and Financial Planning Association of San Francisco. Michelle Soto holds a 1991 - 1995 B.S. in Commerce @ University of Virginia. With a robust skill set that includes Equities, Estate Planning, Portfolio Management, High Net Worth Individuals, Strategic Financial Planning and more, Michelle Soto contributes valuable insights to the industry. Michelle Soto has 7 emails and 1 mobile phone number on RocketReach.

Michelle Soto Email Address

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Michelle Soto Phone Number

Found 6 phone numbers:

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