Michelle
Engle, CRPC®
Financial Advisor
Financial Professional
10 Years of experience in the financial services industry
Registered in FL, MD, MO, NJ, OH, SC, WA
My Mission Statement
My practice is built upon the key beliefs of honesty, integrity, transparency and dedication for everyone. My passion is to help others, which naturally occurs as my values align with those of my clients.
I deliver personalized financial advice tailored to your specific dreams and goals. Working together, I can help you feel more confident, connected and in control of your financial life today and tomorrow.
Professional Qualifications
- Chartered Retirement Planning CounselorSM
- 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
Memberships
- Women in Retirement Conference
- Steering Committee Member 2021-2022
- Plant City Chamber of Commerce
- Board of Directors Member 2023
- Ambassador 2021-2022
- Leadership Member 2022-2023
- Aspire Plant City
- President 2023
- Vice President 2022
- Women's Impact Network
- Lincoln Investment 2019-2022
- Achieve Plant City
- Board of Directors Member 2021-2022
- Children's Cancer Center
- Doner/Fundraiser
- Give Kids The World
- Doner/Fundraiser
- Financial Services Institute
Personal Information
Hello! Thank you for visiting my profile. As a Florida native, I have grown up loving the sun, sand and being near the water. Jumping into the natural springs of north Florida are some of my fondest memories. After graduating from Saint Leo University with my B.A. in Elementary Education, I became a teacher for 6 ½ years. During that time, I also obtained my M.A. in Education Leadership from SLU.
In 2013, I explored the opportunity to move into the career field of finance and fell in love! I became a corporate financial advisor and began my journey of helping others meet their financial goals. I have FINRA series 7 and 66 registrations and Florida 2-15 insurance license. I have obtained additional designations such as Chartered Retirement Planning CounselorSM and am currently working towards others. After having my second child in 2018, I made the decision to go out on my own and become an independent financial advisor. Which is where you find me today. I live by principle of 'Do Unto Others' in both my personal and professional life.
I currently live with my husband and children in Hillsborough county. My hobbies still include most water activities and reading when I have a rare quiet moment. Traveling to the mountains and various beaches are our favorites. My husband, Mike, and I enjoy teaching our children to garden, football season and spending time with family!