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Michelle Mast, CFP®, CLU, MBA

Michelle Mast, CFP®, CLU, MBA

Financial Consultant, Retirement Planning Specialist

Michelle Mast, CFP®, CLU, MBA is a CERTIFIED FINANCIAL PLANNER professional. Michelle has over 36 years of experience in the financial services industry. Michelle has been ranked amongst the Top 10 Women at Equitable in the United States. Prior to Equitable, Michelle had worked at Citibank and Solomon Brothers as an investment Project Analyst and at Ernst and Whinney, CPA’s as a Staff Accountant/Auditor.

 

As a Financial Professional, Michelle assists individuals as well as corporations on both a personal and corporate level in developing and implementing financial strategies to help them achieve their financial goals. Michelle concentrates on her passion of individual comprehensive financial planning, including retirement planning, asset and wealth management, risk management, and college education funding. Michelle’s practice also includes extensive knowledge and experience in individual, senior, and group health insurance and benefits, and the changes regarding healthcare reform and other related employee benefits. She also assists women in financial planning solutions by addressing their specific financial concerns regarding widowhood and divorce.

 

Michelle has received the title of “Qualified Plan Specialist” based on her successful completion of an internal Equitable Advisors training program and written assessment to best assist businesses with their Employer Sponsored Retirement programs, as well as the title of “Retirement Planning Specialist” by Equitable Advisors, based upon the successful receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania for completing the Equitable Advisors “At Retirement® program. Additionally, Michelle has completed an advanced learning curriculum focused on asset allocation and wealth management at the Faculty Club, Harvard University. Michelle was a previous District Manager at Equitable of the Referral Alliance Group which works with Accountants and CPA’s to assist their clients with financial services and was one of 30 women selected to participate in the Equitable Women’s Council to further women in financial planning and management. Michelle has also co-hosted a local financial news radio show. Michelle has earned a Bachelor of Science Degree in Accounting from New York University, graduating in the top 1% of her class and a Masters of Business Administration degree in Finance from Hofstra University graduating in the top five of her class.

 

During Michelle’s tenure with Equitable Advisors she has received numerous awards, including being named to the company’s prestigious Hall of Fame and being included in The Order of Excalibur, Bronze Eagle, Silver Eagle, Summit, Circle of Excellence and Centurion Leader, and earning the National Growth award and Hallmark Honors as well as eligibility to the Million Dollar Round Table. Michelle is also an active member of the Financial Planning Association.

 

Michelle travels extensively to various States along the East Coast to meet with clients and balances her work-life as the proud mother of two daughters.

 

 

AGE 5677303.1 (05/23 (exp. 05/27))

 

CFP® and CERTIFIED FINANCIAL PLANNER professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC