Michelle Engle, CRPC™
Michelle is a Florida native. She has grown up loving the sun, sand, and being near the water. Jumping into the natural springs of North Florida are some of her fondest memories. After graduating from Saint Leo University with a B.A. in Elementary Education, she became a teacher for 6 ½ years. During that time, she also obtained a Master’s Degree in Education Leadership from Saint Leo University.
In 2013, Michelle explored the opportunity to move into the career field of finance and fell in love! She became a corporate financial advisor and began her journey of helping others meet their financial goals. Michelle has a FINRA series 7 and 66 registrations along with the Florida 2-15 insurance license. She has obtained additional designations such as Chartered Retirement Planning Counselor™ and is currently working towards others. She is a fiduciary.
After having her second child in 2018, Michelle made the decision to go out on her own and become an independent financial advisor. Which is where you find her today. Michelle has a variety of clients throughout the United States and enjoys uncovering additional savings techniques while educating them on the world of investing and meeting their financial goals with the individualized approach that she believes each person deserves. Michelle lives by the principle of 'Do Unto Others' in both her personal and professional life.
Michelle currently lives with her husband and children in Pasco County. Her hobbies still include most water activities and reading when she has a rare quiet moment. Traveling to the mountains and various beaches are her favorites. Giving back to her community is a priority, as you will see below. Michelle and her husband, Mike, enjoy teaching their children to garden, football season and the new adventure of having a small farm!
‘Do unto others, as you would would have them do unto you’ -Luke 6:31
Professional Qualifications
Chartered Retirement Planning Counselor™
Series 7
Series 66
Florida 2-15 Life, Health and Variable Annuities Agent license
Specialty Services
Financial Planning
Retirement Planning
Wealth Management
College Planning
Insurance Needs
Annuities
401k Rollover Consultations
Customization to meet client's needs