Michele Estrada
Retirement Strategist at Renovating Retirement | San Francisco Bay Area
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Michele Estrada serves as a Retirement Strategist at Renovating Retirement, where she leverages her extensive expertise in retirement planning to empower clients to achieve their ideal retirement lifestyles. With a strong foundation built on two years of in-depth interviews with leading retirement planning firms, Michele discovered the innovative approaches championed by Charlie Jewett, a recognized thought leader in the industry. This collaboration has allowed her to immerse herself in cutting-edge retirement strategies that prioritize holistic financial well-being.
At Renovating Retirement, Michele plays a pivotal role in implementing the MERIT Planning Model, which encompasses Mortgage Planning, Estate Planning, Retirement Planning, Insurance Planning, and Tax Planning. This comprehensive framework ensures that clients are equipped with tailored solutions that address their unique financial situations and aspirations. Michele’s commitment to educating clients on modern retirement strategies not only enhances their financial literacy but also instills confidence in their ability to navigate the complexities of retirement.
Her skills in public speaking and teaching are instrumental in community outreach initiatives, where she engages with various audiences to demystify retirement planning and highlight the importance of proactive financial management. Michele's leadership in nonprofit organizations further underscores her dedication to serving the community, ensuring that individuals from all walks of life have access to the resources and knowledge necessary for a secure retirement. Through her work, Michele Estrada is not just helping clients plan for retirement; she is transforming the way they envision and experience this vital phase of life.
Retirement Strategist at Renovating Retirement in July 2019 to Present
Executive Managing Director at CalChoice Investments Inc. in July 2019 to July 2021
SLPA at A Better Chance in February 2010 to May 2019
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Public Speaking
Teaching
Community Outreach
Leadership
Nonprofit Organizations
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What is Michele Estrada email address?
Email Michele Estrada at [email protected]. This email is the most updated Michele Estrada email found in 2026.
How to contact Michele Estrada?
To contact Michele Estrada send an email to [email protected]. (updated on November 05, 2024)
What company does Michele Estrada work for?
Michele Estrada works for Renovating Retirement
What is Michele Estrada's role at Renovating Retirement?
Michele Estrada is Retirement Strategist
What is Michele Estrada's Phone Number?
Michele Estrada's phone (**) *** *** 676
What industry does Michele Estrada work in?
Michele Estrada works in the Financial Services industry.
Michele Estrada Email Addresses
Michele Estrada Phone Numbers
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