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  • Speaker: Michelle Higgins

Speaker: Michelle Higgins

  • April 28, 2020
  • 3:00 PM
  • Club Room
  • 50


The Financial Forum welcomes Michelle Perry Higgins who will speak to the club on April 28th at 3 P.M. in the Club Room at Creekside. Her topic is Financial Success: What 5 Steps Do You Need to Take to Be Financially Fit?

Michelle Perry Higgins is a Financial Planner and Principal of California Financial Advisors in San Ramon, California, rated #7 in the nation on CNBC’s FA 100 List and a Financial Times Top 300 firm with over $1.2billion AUM. Since 1996, she has built a thriving practice advising Fortune 500 company executives and young professionals alike, and now manages over $250 million AUM. She specializes in wealth management and promotes financial literacy throughout the retirement planning process.

Her work has been recognized numerous times over the last 20 years. Among her many achievements, Ms. Higgins was named Investopedia’s Top 100 Most Influential Financial Advisors list in 2017 and 2018. Previously, WealthManagement.com ranked her on their Top 25 Women-Owned RIAs list in 2012, 2014, and 2015, on the Top 50 Women-Owned RIAs in 2013, as well as the “Top 40 Under 40”.

She has appeared on CNBC, CBS, and Fox, and has been quoted in Oprah.com, Forbes, USA Today, The Los Angeles Times, and many more publications. Ms. Higgins is a regular contributor on The Wall Street Journal Expert Panel. She is a frequent public speaker on retirement planning, investments, wealth management, college education funding, estate planning, and insurance. In addition, she has published three Amazon Best Sellers: The Everything Binder Book: Financial, Estate and Personal Affairs Organizer; Stocks, Bonds & Soccer Moms: 7 Steps to a Balanced Life; and College Poor No More! 100 $avings Tips for College Students (100% of her profits from the sale of this book are donated to scholarships).

April Speaker Cancelled.

For more information, contact Joe Hoffman at 925-954-7912.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595

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