Wealth Management Advisor
Michelle Mai is a licensed Investment Adviser Representative who provides comprehensive financial planning to families and has a specialty in college funding. After moving to San Diego 13 years ago, she began working with families to educate them on the importance of creating a strategic financial plan that is tailored to their unique needs. It was then that she recognized the negative impact that insufficient planning can have on a family’s financial future. She has since pledged to help families understand these deficiencies and has been working with families to develop secure and confident financial plans that aim to minimize their costs for college and maximize their lifetime savings.
With over 1,200 families she’s helped over the years, she continues to maintain her pledge of educating others daily. Over the last few years, she has made it a point to give back to the community through educating its members on various financial planning topics. Michelle stays involved on many levels with the financial planning industry by currently serving on the board for N.A.I.F.A. (National Association of Insurance and Financial Advisors) and providing financial literacy workshops regularly.
Michelle lives in San Diego, California, and spends the time away from her office with her family, running, biking, and enjoying all that San Diego has to offer.
College planning services are provided by Michelle through College Planning Source and are independent of the services of Signature Resources Capital Management.
