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Michelle Woerdeman Location
Boston, MA, US
Michelle Woerdeman Work
Founder and Holistic Life and Mindset Coach @ Happy Mind Happy Life (June 2025 - Present)
Certified Life, Weight and Career Coach Certified Financial Planner @ Mind Balance Wellness Living (May 2018 - April 2026)
CERTIFIED FINANCIAL PLANNER @ (March 2003 - September 2019)
Mutual Fund Sales @
Financial Advisor @ (June 2000 - June 2001)
Michelle Woerdeman Education
Bryant University
BS (Business Management/ Communication)
1996-2000
Michelle Woerdeman Skills
Certified Financial Planner
Chartered Retirement Plans Specialist
Retirement
Mutual Funds
Series 7
Asset Allocation
Series 63
Investments
Series 65
Strategic Financial Planning
Asset Management
Investment Strategies
Retirement Planning
Portfolio Management
Alternative Investments
Michelle Woerdeman Summary
Michelle Woerdeman, based in Boston, MA, US, is currently a Founder and Holistic Life and Mindset Coach at Happy Mind Happy Life. Michelle Woerdeman brings experience from previous roles at Mind Balance Wellness Living, Merrill Lynch, John Hancock and Ameriprise Financial Services, LLC. Michelle Woerdeman holds a 1996 - 2000 BS in Business Management/ Communication @ Bryant University. With a robust skill set that includes Certified Financial Planner, Chartered Retirement Plans Specialist, Retirement, Mutual Funds, Series 7 and more. Michelle Woerdeman has 3 emails and 1 mobile phone numbers on RocketReach.
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