Xceed Wealth Management - Financial Consultants

Michelle Yazawa

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Michelle Yazawa

Michelle Yazawa is Wealth Management Sales Assistant, working out of the Xceed Wealth Management Group office in El Segundo, California. In this role, she provides support to the team’s Financial Consultants and assists clients in a multitude of ways, from providing information and arranging meetings with Financial Consultants, to assisting with transactions.

She joined the Xceed Wealth Management Group team in 2016 as an Administrative Assistant, after gaining exposure to Xceed Wealth Management Group through the Credit Union’s internship program for promising college students. A graduate of the University of California, Santa Barbara, Michelle holds a Bachelor of Science degree in Financial Mathematics and Statistics. In her free time, she enjoys traveling and watching legal dramas and documentaries.

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Michelle Yazawa


Licenses

Michelle holds FINRA Series 7 and 66 registrations through LPL Financial.


Services

The advisors at Xceed Wealth Management Group offer personalized strategies that address but are not limited to:

  • Retirement planning
  • Estate planning working with tax accountants and attorneys
  • Mutual funds and exchange-traded funds
  • College planning
  • Wealth preservation and insurance planning strategies
  • 401(k) Distribution Options
  • Social Security
  • Long-term care insurance
  • Stock options and deferred compensation planning
  • 529 Plans
  • Annuities

Contact Michelle

Email: michelle.yazawa@lpl.com

Phone: 310.607.2145

Fax: 310.640.0727

 

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