Michelle Engle, CRPC®<br><br>

Michelle Engle, CRPC®

Financial Advisor

Financial Professional

7 Years of Experience in the financial services industry

Registered in FL, MD, NJ

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

  • Children's Cancer Center
  • Working Women of Tampa Bay
  • 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 and eating wild blackberries are some of my favorite childhood 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 brave decision to go out on my own and become an independent financial advisor. Which is where you find me today!

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 family and I are currently working on building and starting our first garden, which will most certainly include a blackberry bush!

Phone (727) 578-2828 x125
Fax (727) 578-7600
Mobile Phone (813) 548-4811