MICHELLE DIRENZO, CFP®, ChFC®, CDFA®

PARTNER
​​[email protected]
585.475.8443
585.292.1569 (fax)
PROFESSIONAL EXPERIENCE |

​Inspired by the transformative power of financial security, I help families make confident decisions, creating personalized plans for lasting wealth and financial stability. Since 2011, I’ve guided clients in comprehensive wealth management,
focusing on retirement strategies, tax planning, and divorce financial planning. As a CFP ® , ChFC ®, and CDFA ® , I prioritize education to ensure clients feel informed and supported.

A Long Island native, I now call Rochester home with my husband, Jake. I spend much of my free time exercising and enjoying the outdoors. Jake and I share a passion for hiking and often travel to discover scenic trails. I am also an avid
baseball fan, and if our travels ever take us to somewhere the Yankees are playing, you can bet we’ll catch a game.


EDUCATION |
  • A 2007 graduate of West Islip High School in West Islip, NY.
  • A 2011 graduate of SUNY Geneseo, B.A. in Economics and International Relations, with a concentration in the Global Political Economy.
  • Series 7 and 66 securities registrations.
  • NY Life, Accident, and Health Insurance licenses.
  • NYS Partnership for long term care insurance.
  • Holds her CFP® CERTIFIED FINANCIAL PLANNER ™ professional designation.
  • Holds her ChFC® (Chartered Financial Consultant) designation.
  • Holds her CDFA® (Certified Divorce Financial Analyst) designation. 
 
COMMUNITY |

​I am a member of the Estate Planning Council of Rochester, a member of the Canalside Trailblazers Networking Group, and have stayed engaged in the Geneseo community, serving on the SUNY Geneseo Rochester Alumni Council.


​
PLACES TO VISIT
  1. Long Island, NY- because home is where the heart is
  2. Denver, CO- big, beautiful city with a ton of culture, located at the base of the largest and most beautiful mountain range in the country
  3. Iceland-  A surprisingly beautiful country, where one can see an active volcano, waterfalls, mountains, lakes, beaches, geothermal pools, and the Northern lights all within a day’s drive.
 
THINGS TO DO
  • Traveling to new places; live music, sports, and comedy; hiking; exercising; enjoying it all with family and friends.
 
QUOTE 
“Love the life you live, live the life you love.” 
Bob Marley
FUN FACT
I have over 15 years of experience in martial arts, and actively practice
​muay thai and jiu jitsu.
​Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Important Information & Disclosures:  PLEASE SEE ATTACHED 

Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization.  Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.
​Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-7247326.1 (11/24) (Exp. 12/28)



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