Michele Leach, CDFA

Michele Leach is a Financial Advisor and Founder of Financial Transition Partners. Spending nearly a decade serving at-risk populations as Director of Crisis Services for a private non-profit agency Michele, recognized the important role financial health plays in our overall well-being.  Michele began serving clients in the Financial Services industry over 25 years ago and has a Bachelor of Arts degree from California State University, Northridge (CSUN) and earned her Master’s Degree from the University of California at Los Angeles (UCLA). 

Michele combines her unique background in social services, financial services and her experience as a female business owner in assisting her clients with achieving financial success. Michele obtained her Certified Divorce Financial Analyst Designation® providing additional knowledge to assist divorced, widowed and self-empowered women to understand and effectively manage their assets.

Michele is a Registered Representative and currently holds securities licenses Series 7, 63, 31 and 24.  In addition, she has a California State Insurance license. She completed the Certified Financial Planner (CFP) Professional Education Program in 1997 and continues to keep up on current changes in the financial services industry through classes and educational seminars.