MICHELLE DIRENZO, CFP®, ChFC®, CDFA®
PROFESSIONAL EXPERIENCE |
A Partner at Mapstone | Veritas and currently co-Chairs the Marketing Committee. Michelle started in the financial services industry in 2011 with a mission to help individuals maintain a balanced lifestyle by assisting them with strategies to build, grow, and protect their wealth. After becoming the leading developing agent for the Rochester branch in 2014, she became a recognized member of the Equitable Advisors Elite Producer Group and joined the Mapstone | Veritas team. Michelle has spent much of her career obtaining additional certifications, citing education as being one of the most important resources she can provide her clients. Michelle focuses on comprehensive wealth management, including retirement strategies and tax planning.
Michelle is Past President of the Canalside Trailblazers Networking Group and a member of the Rochester Women’s Council. Michelle has also stayed very active in the Geneseo community and currently serves as the chair of the SUNY Geneseo Rochester Alumni Council.
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.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.