Partner
Current
Nov 2021 - Present
AeroLeads people directory · profile
Michelle Soto, Cfp®, Cdfa® Email & Phone Number
Partner at Cerity Partners
at
Cerity Partners
1 work email found
@ceritypartners.com
6 phones found area 626, 703, and 217
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner at Cerity Partners
Location
Redwood City, California, United States
Company size
Who is Michelle Soto, Cfp®, Cdfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michelle Soto, Cfp®, Cdfa® is listed as Partner at Cerity Partners at Cerity Partners, a with 211 employees, based in Redwood City, California, United States. AeroLeads shows a work email signal at ceritypartners.com, phone signal with area code 626, 703, 217, and a matched LinkedIn profile for Michelle Soto, Cfp®, Cdfa®.
Michelle Soto, Cfp®, Cdfa® previously worked as Partner at Cerity Partners and Principal at Bingham, Osborn & Scarborough, Llc. Michelle Soto, Cfp®, Cdfa® holds B.S., Commerce from University Of Virginia.
Company email context
Email format at Cerity Partners
This section adds company-level context without repeating Michelle Soto, Cfp®, Cdfa®'s masked contact details.
*@ceritypartners.com
71% confidence
AeroLeads found 1 current-domain work email signal for Michelle Soto, Cfp®, Cdfa®. Compare company email patterns before reaching out.
Profile bio
About Michelle Soto, Cfp®, Cdfa®
Many of my clients have built significant wealth in technology and need my help to make smart financial decisions, especially their with stock awards. I also help the recently-divorced navigate through their transition to re-establish their financial lives. I believe my clients enter a new phase with greater peace of mind after we develop their comprehensive financial plan. I work primarily with individuals with $3M - $25M in investable assets who want investment portfolios of passively managed, low cost, highly liquid securities. My clients value planning around stock awards, implementing marital settlement agreements, taxes, estate issues, retirement planning and 529 plans. They are open to increasing their financial literacy.
Listed skills include Wealth Management, Investment Strategies, Strategic Financial Planning, Portfolio Management, and 12 others.
Current workplace
Michelle Soto, Cfp®, Cdfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
9 roles · 32 years
Michelle Soto, Cfp®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Principal
Jun 2021 - Oct 2021
Director Of Financial Planning
Feb 2012 - May 2021
Board Member
Peninsula College Fund
The Peninsula College Fund (PCF) provides the tools for success in college and beyond to low-income first-generation college students. PCF's select, local scholars receive college scholarships, one-on-one mentors, college success workshops, and internship support throughout their college careers. More than a scholarship…PCF offers a comprehensive program for student success and college completion. www.peninsulacollegefund.org
Nov 2014 - Mar 2020
Board Member, External Relations Committee Co-Chair
Financial Planning Association Of San Francisco
The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve. www.fpasf.org
Jan 2012 - Dec 2015
Vice President
Wealth management advisor implementing investment strategies, offering financial planning advice and maintaining client relationships with high net worth individuals.
Feb 2004 - Feb 2012
Technical Account Manager
Blue Martini Software
Managed client relationships within the technical support area.
2000 - 2002
~2 yrs
Consultant
Implemented customer relationship management solutions within the telecommunications industry.
1997 - 2000
~3 yrs
Consultant
Implemented customer relationship management solutions within the telecommunications industry.
1995 - 1997
~2 yrs
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
VR
Veronica Rubio, Cfp®
Colleague at Cerity PartnersSan Francisco Bay Area, United States
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KP
Kellie Panter
Colleague at Cerity PartnersElizabethtown, Kentucky, United States
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EH
Erica H.
Colleague at Cerity PartnersNew York, United States
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KT
Kenneth Tarantino
Colleague at Cerity PartnersNew York City Metropolitan Area, United States
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JC
Jessica Carbajal
Colleague at Cerity PartnersIrving, Texas, United States
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RC
Ralph Coutant
Colleague at Cerity PartnersGreater Boston, United States
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LW
Larry Weissman
Colleague at Cerity PartnersWhite Plains, New York, United States
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LF
Lochet Franck
Colleague at Cerity PartnersToulouse, Occitanie, France
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JB
Jordan Bales
Colleague at Cerity PartnersLouisville Metropolitan Area, United States
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BS
Bob Smoke
Colleague at Cerity PartnersGreenbrae, California, United States
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Veronica Rubio, Cfp®
Colleague at Cerity PartnersSan Francisco Bay Area, United States
View →
KP
Kellie Panter
Colleague at Cerity PartnersElizabethtown, Kentucky, United States
View →
EH
Erica H.
Colleague at Cerity PartnersNew York, United States
View →
KT
Kenneth Tarantino
Colleague at Cerity PartnersNew York City Metropolitan Area, United States
View →
JC
Jessica Carbajal
Colleague at Cerity PartnersIrving, Texas, United States
View →
RC
Ralph Coutant
Colleague at Cerity PartnersGreater Boston, United States
View →
LW
Larry Weissman
Colleague at Cerity PartnersWhite Plains, New York, United States
View →
LF
Lochet Franck
Colleague at Cerity PartnersToulouse, Occitanie, France
View →
JB
Jordan Bales
Colleague at Cerity PartnersLouisville Metropolitan Area, United States
View →
BS
Bob Smoke
Colleague at Cerity PartnersGreenbrae, California, United States
View →
1 education record
Michelle Soto, Cfp®, Cdfa® education
FAQ
Frequently asked questions about Michelle Soto, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Michelle Soto, Cfp®, Cdfa® work for?
Michelle Soto, Cfp®, Cdfa® works for Cerity Partners.
What is Michelle Soto, Cfp®, Cdfa®'s role at Cerity Partners?
Michelle Soto, Cfp®, Cdfa® is listed as Partner at Cerity Partners at Cerity Partners.
What is Michelle Soto, Cfp®, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @ceritypartners.com for Michelle Soto, Cfp®, Cdfa® at Cerity Partners.
What is Michelle Soto, Cfp®, Cdfa®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 626, 703, 217 for Michelle Soto, Cfp®, Cdfa® at Cerity Partners.
Where is Michelle Soto, Cfp®, Cdfa® based?
Michelle Soto, Cfp®, Cdfa® is based in Redwood City, California, United States while working with Cerity Partners.
What companies has Michelle Soto, Cfp®, Cdfa® worked for?
Michelle Soto, Cfp®, Cdfa® has worked for Cerity Partners, Bingham, Osborn & Scarborough, Llc, B|O|S (Bingham, Osborn & Scarborough Llc), Peninsula College Fund, and Financial Planning Association Of San Francisco.
Who are Michelle Soto, Cfp®, Cdfa®'s colleagues at Cerity Partners?
Michelle Soto, Cfp®, Cdfa®'s colleagues at Cerity Partners include Veronica Rubio, Cfp®, Kellie Panter, Erica H., Kenneth Tarantino, and Jessica Carbajal.
How can I contact Michelle Soto, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Michelle Soto, Cfp®, Cdfa® at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Michelle Soto, Cfp®, Cdfa® attend?
Michelle Soto, Cfp®, Cdfa® holds B.S., Commerce from University Of Virginia.
What skills is Michelle Soto, Cfp®, Cdfa® known for?
Michelle Soto, Cfp®, Cdfa® is listed with skills including Wealth Management, Investment Strategies, Strategic Financial Planning, Portfolio Management, Wealth Management Services, Investments, Crm, and Asset Managment.
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