Michelle Donate
Financial Service Specialist @World Financial Group (WFG)
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WORK HISTORY
Financial Service Specialist @World Financial Group (WFG)
San Diego, CA, US
Striving to provide financial literacy to everyday people so they are equipped in making educated decisions for themselves and their families. Better preparing and staying on track for their future and financial goals. I can help with retirement planning, 401k rollovers, IRA rollovers, annuities, life insurance, debt management, and concierge funeral planning. A proud Transamerica company. As such, we stand on 115+ years of strength and integrity through the Transamerica brand. Pairing our client-first culture with a century-strong reputation of financial excellence, we can assure our clients that we will do only what is right for them, as we lead them toward a lifetime of financial security.
EDUCATION
University of Central Florida
Bachelor, English, Creative Writing
Florida International University
Master's degree, International Business, 3.7
ABOUT MICHELLE DONATE
Performance-driven professional with considerable experience in cross-cultural communication and group management. Professional experience in corporate training and development, business operations management, office management, facilitating support services, and University level English language education. Strong organizational and customer service skills, with the ability to independently plan and direct complex business affairs. As an Independent Financial Professional, I’m focused on you and your needs, goals, and objectives. I strive to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting those things that are most valuable to you, and helping entrepreneurs reach their dreams.
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