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Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® Email & Phone Number

Helping clients ascend with confidence. at Piton Wealth - Thrivent Financial
Location: United States 6 work roles 4 schools
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Role
Helping clients ascend with confidence.
Location
United States

Who is Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep®? Overview

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Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® is listed as Helping clients ascend with confidence. at Piton Wealth - Thrivent Financial, based in United States. AeroLeads shows a matched LinkedIn profile for Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep®.

Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® previously worked as CEO, Senior Wealth Advisor at Piton Wealth - Thrivent Financial and Board Director, Thrivent Charitable Impact & Investing at Thrivent. Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® holds Bachelor Of Arts, Foreign Languages from University Of Idaho.

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Email format at Piton Wealth - Thrivent Financial

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Piton Wealth - Thrivent Financial

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Profile bio

About Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep®

Michelle Clary is the Founder & CEO of @Piton Wealth - Thrivent Network, to realize a vision of benefitting clients with comprehensive financial planning completely in service to their life goals and holistic wellness. At Piton's offices both in the Tri-Cities, Washington (11257 W. Clearwater Ave., Suite 110, Kennewick) and Kalispell, Montana (18 Village Loop Rd), the Piton team use a unique process, the Navigated Journey™, so that the expertise and dedication of Piton financial advisors provide the best possible service to clients. Michelle’s dedication to her vision of Piton Wealth means that she has pursued leadership excellence with Doug Lennick’s Think2Perform, Dan Sullivan’s Strategic Coach, Executive Education at the Stanford University Graduate School of Business, and Executive Presence and Influence at the University of Pennsylvania’s Wharton School. In addition to achieving and maintaining 5 of the most challenging designations in the industry and 25 years of financial planning experience, Michelle also has previous employment experience as an internal auditor with Arthur Anderson, a tenure in the semiconductor industry with Micron Technology, and traded commodities with Cargill. The backstory of these accomplishments is one of faith and family, and good old fashioned hard work. “Our clients inspire us. It’s truly a joy to help them reach their goals.” That’s a lesson Michelle learned early in life, as she watched her dad help people achieve their financial dreams. Eventually, his passion to serve others became her passion, too, which spurred the development and culture of Piton Wealth. She built almost literally from the ground up, even sleeping on an air mattress in the back room of her first meager office for a year because she could not yet afford an apartment, an office or an assistant, but all to keep on the path building a business and serving people. Today, Michelle and a robust Piton team continue to keep relationships at the heart of our practice. She brings warmth, caring, and broad financial expertise to our clients. Michelle loves helping people define and work toward their goals, so they can live fulfilled and generous lives.Outside of work, Michelle enjoys outdoor physical activities with her family. And she uses her secret skill as a world-class sleeper to recharge quickly, so she always wakes up ready for the next adventure.

Current workplace

Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep®'s current company

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Piton Wealth - Thrivent Financial
Piton Wealth - Thrivent Financial
Helping clients ascend with confidence.
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6 roles

Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® work experience

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Board Director, Thrivent Charitable Impact & Investing

Current

Minneapolis, Mn, Us

Jan 2019 - Present

Wealth Advisor

Minneapolis, Mn, Us

Manage financial plans, risk management strategies, and investments to help protect and accumulate wealth for families, individuals, and businesses.CA Insurance ID #OE44140For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP® mark (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements.

Sep 2000 - Jan 2018

North American Phosphate Merchant

Wayzata, Minnesota, Us

Managed North American phosphate distribution based on physical and risk positions.

May 1999 - Sep 2000

Auditor & Tax Consultant Intern

Performed various external audits for US, Canadian, & Mexican manufacturing companies.

Jan 1996 - Aug 1996
4 education records

Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® education

Bachelor Of Arts, Foreign Languages

University Of Idaho

Business Administration And Management, General

Montana State University-Bozeman

Executive Presence & Influence

Wharton Executive Education

Graduate School Of Business, Executive Education

Stanford University
FAQ

Frequently asked questions about Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep®

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What company does Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® work for?

Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® works for Piton Wealth - Thrivent Financial.

What is Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep®'s role at Piton Wealth - Thrivent Financial?

Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® is listed as Helping clients ascend with confidence. at Piton Wealth - Thrivent Financial.

Where is Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® based?

Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® is based in United States while working with Piton Wealth - Thrivent Financial.

What companies has Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® worked for?

Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® has worked for Piton Wealth - Thrivent Financial, Thrivent, Cargill, Micron Technology, and Arthur Andersen & Co..

How can I contact Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep®?

You can use AeroLeads to view verified contact signals for Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® at Piton Wealth - Thrivent Financial, including work email, phone, and LinkedIn data when available.

What schools did Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® attend?

Michelle A. Clary Cfp®, Chfc®, Clu®, Ricp®, Aep® holds Bachelor Of Arts, Foreign Languages from University Of Idaho.

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