Michelle Balatero
Assistant Vice President, Client Communities @LPL Financial
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WORK HISTORY
Assistant Vice President, Client Communities @LPL Financial
EDUCATION
University of Maryland Global Campus
Bachelor of Science - BS, Finance, General
SKILLS
ABOUT MICHELLE BALATERO
Hi, I’m Michelle (she/her) — a finance professional with over 14 years in the game who is passionate all things financial planning! What\'s my inspiration- I want to show people that finance is not boring- I want to drive change in our industry by creating more diversity & inclusion within our space.(Did you know only 23% of CFP® professionals are women & less than 10% are African American, Latino, Asian or Native American?)- I want to spread financial literacy to the younger generation especially in areas where they need it the most- I want to keep learning about new ways the finance industry can be disrupted & adapt to those changes. A Chinese proverb says the best time to plant a tree was 20 years ago. The second best time is now. When I am not thinking about finance, I am- Supporting women & minority-owned businesses- Binging the latest Netflix series- Listening to a true crime podcast - Wearing athleisure (always ready for that next workout!)- Counting down the days until the next San Diego International Comic ConSend me a message if you love finance just as much as I do or want to take the world by storm with me!
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