Michelle Onaka
Financial planner & educator; Founder of Intentional Money Life
- Role
- Financial Planner at Nectarine
- Location
- Corvallis, OR, US
- LinkedIn followers
- 500 followers
About Michelle Onaka
My early career was in customer service and tourism. The next 10 years were around college student support and increasingly, financial education. I started my business, Intentional Money Life, in 2021, to help other educators like me envision, plan, and take action towards making work optional in the future. In 2023, I left higher education and joined a local financial planning firm. At Clarity Wealth Development, I\'m honing skills related to financial education and financial planning, as well as those related to how to use CRMs and other technology to systemize and automate our work. Reviewing and updating our processes and systems helps us ensure that our clients receive the best service, and it allows us to do it in less time so that we can help more clients gain clarity and achieve their financial goals.
Experience
Financial Planner
Apr 2024 — Present
meet with clients 1 on 1 to answer their financial and investing questions and help them get on track towards their goals - one time, one hour, advice-only financial planning sessions with no sales, no commissions, and no conflicts of interest
Education
Ohio University
Bachelor of Arts (BA), Economics
2005 — 2009
Oregon State University
Master of Science - MS, College Student Services Administration (CSSA)
2013 — 2015
Skills
- Policy Analysis
- Student Development
- Editing
- Spanish
- Academic Support Services
- Community Outreach
- Community Development
- College Admissions Counseling
- Youth Mentoring
- Academic Advising
- Program Evaluation
- Salesforce.com
- Program Development
- Nonprofits
- Data Systems
- Tutoring
- Higher Education
- Volunteer Management
- Student Affairs
- Research
- Student Financial Aid
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.