Richard Michelson
Financial Advisor @Wells Fargo Advisors
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WORK HISTORY
Financial Advisor @Wells Fargo Advisors
Salt Lake City, UT, US
I help my clients build, manage, protect and transition wealth. I do this by helping them craft customized investment plans. Client-centered financial advisor crafting customized investment plans for diverse clientele.Retirement planning expert; current Chartered Retirement Planning Counselor℠ (CRPC®) designee. FINRA Series 7, Series 65 and 66 registered professional. Utah state life and health insurance licensed.
EDUCATION
New Mexico Military Institute
General Studies
Shoreline Community College
AA, General Studies
University of Washington
Bachelor's of Arts and Sciences, History
SKILLS
ABOUT RICHARD MICHELSON
I help my clients build, manage, preserve, and transition wealth. I do this by helping…
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