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At a glance
- Discipline
- Financial Planner
- Designations
- CFP®
- Firm
- Edward Jones
- Located
- Petaluma
Michelle Moller
Financial Planner
Edward Jones — Petaluma
Practice
I provide a financial plan with all of my clients. During financial planning, we address tax and estate planning as well as succession planning. I like to collaborate closely with CPAs and Estate Planning Attorney’s in order to provide the best service for my clients.
Areas of work
- Analyzing existing life insurance coverage for continuing relevance to the estate plan
- Charitable gift planning
- Developing plans to conserve assets during lifetime and at death
- Proposing life insurance solutions consistent with estate plans
- Retirement distribution planning
- Succession planning
- Preparing comprehensive financial plans
At the council
Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.