Michele Lantz, Cpfa Email & Phone Number

Michele is the Advisory Representative at the Palmdale, California office with over 25 years of advisory experience. Ms. Lantz provides investment advisory services to many types of clients including corporate retirement plans (401k plans, profit sharing, and deferred compensation) and wealth management to individuals. Prior to joining Pensionmark in 2010 she managed retirement plans with FV Financial, Lancaster CA. Michele has received various awards while with Lincoln Financial Securities, such as Presidential Partner, Presidential Council, and Executive Council from 2000-2007. She was also recognized as one of 2016 and 2018 Top Women Advisors by the National Association of Plan Advisors (NAPA). Michele has earned her Series 7 and 63 registrations. Michele joined the Pensionmark network in 2010 as the lead advisor for the Palmdale, CA region. Michele currently has over a $1 Billion AUM with corporate retirement plans and wealth management. As of December 31, 2020, the Pensionmark network of advisors and firms collectively provides support to over $80.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.2 billion.Michele is very innovative with all her clients and works with them to provide customized strategies for their retirement plans. She provides hands-on education tools and meetings for her retirement plan clients.Pensionmark Financial Group, LLC ("Pensionmark") is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

Listed skills include 401K, Retirement, Financial Advisory, Mutual Funds, and 9 others.

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  Thousand Oaks High School

  Business Finance