Michele Pemberton

Michele Pemberton Email and Phone Number

Guiding clients to create and implement retirement plans @ The Wealth Consulting Group
las vegas, nevada, united states
Michele Pemberton's Location
Palm Desert, California, United States, United States
Michele Pemberton's Contact Details

Michele Pemberton personal email

n/a
About Michele Pemberton

I have been in the financial services industry for over 25 years. Prior to joining The Wealth Consulting Group, I was a Financial Planning Specialist with Praxis Wealth Managment and also Citi Smith Barney. I hold a bachelors degree in business and finance. I hold my Series 7 and 63 licenses with LPL Financial and Series 65 license with WCG Wealth Advisors as well as my insurance license in the state of California. CA Insurance Lic. #0B67138Michele is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Michele Pemberton's Current Company Details
The Wealth Consulting Group

The Wealth Consulting Group

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Guiding clients to create and implement retirement plans
las vegas, nevada, united states
Website:
wealthcg.com
Employees:
43
Michele Pemberton Work Experience Details
  • The Wealth Consulting Group
    Managing Partner
    The Wealth Consulting Group Nov 2017 - Present
    Rancho Mirage, Ca
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  • The Wealth Consulting Group
    Managing Partner, Financial Advisor
    The Wealth Consulting Group Nov 2017 - Present
    Rancho Mirage, Ca
    The Wealth Consulting Group in Rancho MirageManaging Partner and Wealth Advisor at The Wealth Consulting Group70-177 Highway 111, Suite 201, Rancho Mirage, CA 92270MISSION: * Educate, Enlighten & Empower ClientsOBJECTIVES:* Facilitate the creation and implementation of client centered financial plans.SERVICES:* Investment Management* Comprehensive Financial Planning* Pre-Retirement Accumulation Planning* Post Retirement Distribution Planning* Tax Efficient Investing & Cash Flow Management* Portfolio Consolidation, Coordination & IntegrationCLIENTS:* Motivated individuals and businesses interested in developing a long-term financial relationship based on mutual trust and integrity.
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  • Praxis Wealth Management
    Financial Advisor - Managing Partner
    Praxis Wealth Management Jun 2010 - Nov 2017
    Palm Desert, Ca
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney May 2003 - Jun 2010
    View

Michele Pemberton Skills

Asset Retirement Planning 401k Rollovers Retirement Income Strategies Charitable Giving Asset Allocation Investment Advisory Ira's Insurance Planning Wealth Accumulation Estate Planning Retirement Annuities Comprehensive Wealth Management Financial Advisory Financial Planning Mutual Funds College Savings Plans Wealth Transfer 401k Investment Strategies Separately Managed Accounts Ira Rollovers Long Term Care Roth Ira Wealth Preservation Retirement Solutions Alternative Investments Wealth Management Investments Trust Services Stocks Managed Accounts Annuity Etfs Financial Advice Personal Finance Securities Asset Management High Net Worth Individuals Bonds Iras Strategic Financial Planning Wealth Management Services Variable Annuities Finance Personal Financial Planning Income Protection 529 Plans

Michele Pemberton Education Details

Frequently Asked Questions about Michele Pemberton

What company does Michele Pemberton work for?

Michele Pemberton works for The Wealth Consulting Group

What is Michele Pemberton's role at the current company?

Michele Pemberton's current role is Guiding clients to create and implement retirement plans.

What is Michele Pemberton's email address?

Michele Pemberton's email address is mi****@****swm.com

What schools did Michele Pemberton attend?

Michele Pemberton attended University Of Phoenix.

What skills is Michele Pemberton known for?

Michele Pemberton has skills like Asset, Retirement Planning, 401k Rollovers, Retirement Income Strategies, Charitable Giving, Asset Allocation, Investment Advisory, Ira's, Insurance Planning, Wealth Accumulation, Estate Planning, Retirement.

Who are Michele Pemberton's colleagues?

Michele Pemberton's colleagues are Matthew Roberts, Jeanette Ng, Cfp®, Jackie Akerberg, William Lafleur, Carla (Ng) Yuan, Paamela Speciale, Marlo Stil.

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