Michelle Carter, Cfp®
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Michelle Carter, Cfp® Email & Phone Number

Financial Planner at Pathways Advisory Group, Inc.
Location: Fresno, California, United States 5 work roles 4 schools
1 work email found @pathwaysag.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@pathwaysag.com
LinkedIn Profile matched
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Current company
Pathways Advisory Group, Inc.
Role
Financial Planner
Location
Fresno, California, United States
Company size
8 employees

Who is Michelle Carter, Cfp®? Overview

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Quick answer

Michelle Carter, Cfp® is listed as Financial Planner at Pathways Advisory Group, Inc., a with 8 employees, based in Fresno, California, United States. AeroLeads shows a work email signal at pathwaysag.com and a matched LinkedIn profile for Michelle Carter, Cfp®.

Michelle Carter, Cfp® previously worked as Paraplanner at Pathways Advisory Group, Inc. and Operations Manager at Pathways Advisory Group, Inc.. Michelle Carter, Cfp® holds Cfp® Curriculum from College For Financial Planning.

Company email context

Email format at Pathways Advisory Group, Inc.

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{first}@pathwaysag.com
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AeroLeads found 1 current-domain work email signal for Michelle Carter, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Michelle Carter, Cfp®

I joined Pathways (formerly Portfolio Advisors) in 2004. After serving as Operations Manager and Paraplanner, I became an Associate Planner in 2008. A Central Valley native, I was raised in Clovis and graduated from Clovis High School, Class of 1997. I earned my B.A. in Psychology from Long Beach State. Soon after, I attended the College for Financial Planning and I obtained my CERTIFIED FINANCIAL PLANNER(TM) certification. In my free time, I enjoy walking my dog, getting lost in nature, listening to live music and chauffeuring my four busy children to their various activities. Specialties: Financial Planning may include: Retirement Planning, Tax Planning, Accumulation/Distribution Planning, Investment Portfolio Design/Management, Cash Flow/Debt Management, Insurance Planning, Education Planning, Estate/Beneficiary Planning.

Listed skills include Retirement Planning, Strategic Financial Planning, Financial Planners, Personal Financial Planning, and 13 others.

Current workplace

Michelle Carter, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Pathways Advisory Group, Inc.
Pathways Advisory Group, Inc.
Financial Planner
fresno, california, united states
Website
pathwaysag.com
Employees
8
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5 roles

Michelle Carter, Cfp® work experience

A career timeline built from the work history available for this profile.

Escrow Coordinator

Valley Partners Real Estate
Jun 2000 - Aug 2002
Team & coworkers

Colleagues at Pathways Advisory Group, Inc.

Other employees you can reach at pathwaysag.com. View company contacts for 8 employees →

DS Dustin Smith, Cfp® Dustin Smith, Cfp® Colleague at Pathways Advisory Group, Inc.Fresno, California, United States View → BM Brandon Martin Brandon Martin Colleague at Pathways Advisory Group, Inc.Clovis, California, United States View → MM Michael Mazman Michael Mazman Colleague at Pathways Advisory Group, Inc.Fresno, California, United States View → DW David Williamson, Cfp® David Williamson, Cfp® Colleague at Pathways Advisory Group, Inc.Fresno, California, United States View → WK Whitney Kelley, Cfp® Whitney Kelley, Cfp® Colleague at Pathways Advisory Group, Inc.Clovis, California, United States View → NS Nicole Swanson Nicole Swanson Colleague at Pathways Advisory Group, Inc.Visalia, California, United States View → KS Katelyn Siegl Katelyn Siegl Colleague at Pathways Advisory Group, Inc.Fresno, California, United States View → JK Jeff Karst, Cfp® Jeff Karst, Cfp® Colleague at Pathways Advisory Group, Inc.Clovis, California, United States View →
4 education records

Michelle Carter, Cfp® education

Education record

Clovis High
FAQ

Frequently asked questions about Michelle Carter, Cfp®

Quick answers generated from the profile data available on this page.

What company does Michelle Carter, Cfp® work for?

Michelle Carter, Cfp® works for Pathways Advisory Group, Inc..

What is Michelle Carter, Cfp®'s role at Pathways Advisory Group, Inc.?

Michelle Carter, Cfp® is listed as Financial Planner at Pathways Advisory Group, Inc..

What is Michelle Carter, Cfp®'s email address?

AeroLeads has found 1 work email signal at @pathwaysag.com for Michelle Carter, Cfp® at Pathways Advisory Group, Inc..

Where is Michelle Carter, Cfp® based?

Michelle Carter, Cfp® is based in Fresno, California, United States while working with Pathways Advisory Group, Inc..

What companies has Michelle Carter, Cfp® worked for?

Michelle Carter, Cfp® has worked for Pathways Advisory Group, Inc., Coldwell Banker Star Realty, and Valley Partners Real Estate.

Who are Michelle Carter, Cfp®'s colleagues at Pathways Advisory Group, Inc.?

Michelle Carter, Cfp®'s colleagues at Pathways Advisory Group, Inc. include Dustin Smith, Cfp®, Brandon Martin, Michael Mazman, David Williamson, Cfp®, and Whitney Kelley, Cfp®.

How can I contact Michelle Carter, Cfp®?

You can use AeroLeads to view verified contact signals for Michelle Carter, Cfp® at Pathways Advisory Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Michelle Carter, Cfp® attend?

Michelle Carter, Cfp® holds Cfp® Curriculum from College For Financial Planning.

What skills is Michelle Carter, Cfp® known for?

Michelle Carter, Cfp® is listed with skills including Retirement Planning, Strategic Financial Planning, Financial Planners, Personal Financial Planning, Portfolio Management, Financial Advisory, Asset Allocation, and Investment Advisory.

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