Michele Leach, CDFA

Michele Leach, CDFA

Wealth Manager

Michele Leach, Wealth Manager and Founder of Financial Transition Partners, stands out in the financial services industry with a unique background. With almost a decade as the Director of Crisis Services for a private non-profit, Michele developed a deep understanding of the critical role financial health plays in our overall well-being. In her 25 years in financial services, Michele blends her social services background with business ownership experience to guide clients towards achieving financial success.

As a Wealth Manager, Michele specializes in assisting high net worth individuals in navigating the complexities of wealth.  Her focus extends to helping individuals manage their assets post-divorce or widowhood and she holds the Certified Divorce Financial Analyst Designation®, emphasizing her commitment to providing specialized guidance in these challenging life transitions.

Michele’s educational background includes a bachelor’s degree from California State University, Northridge, and a master's degree from the University of California, Los Angeles. As a Registered Representative, she holds securities licenses Series 7, 63, 31, and 24, along with a California State Insurance license. She completed the Certified Financial Planner (CFP) Professional Education Program and remains at the forefront of industry changes through ongoing education.

Michele's multifaceted expertise and unwavering commitment to client success, make her a trusted advisor and a driving force at Financial Transition Partners.