Michelle Poston, CFP®

Wealth Manager at Infinitas, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Overland Park, Kansas, United States, US

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Credentials

  • CERTIFIED FINANCIAL PLANNER®
    CFP Board
    Dec, 2016
    - Nov, 2024
  • FINRA Series 66
    -
  • FINRA Series 7
    -
  • Kansas Life and Health Insurance License
    -

Experience

  • Infinitas, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • Jul 2009 - Present

      I work with our amazing clients to help them live their best life by working together to reach their goals. We utilize a strategic comprehensive financial planning process and hold ourselves to a high standard of service. We can assist clients with savings for various long and short-term goals, tax planning, estate planning, minimizing risk, legacy planning, and education planning. We also specialize in executive compensation. During my tenure with the Carpenter team I've also assisted in the operations. Including, hiring, training, and managing the staff. Running the day to day operations and making sure we continue to provide excellent service to our clients. Show less

  • Ameriprise (Formerly H&R Block Financial Advisors)
    • Financial Advisor
      • Jan 2008 - Jul 2009

      Outbound and inbound calls with existing H&R Block clients. I would analyze their financial needs, goals and risk sensitivity. After gathering this information I would provide them with advise on specific investments and the advantages/disadvantages to those investments. Providing excellent service to achieve and maintain client satisfaction. Outbound and inbound calls with existing H&R Block clients. I would analyze their financial needs, goals and risk sensitivity. After gathering this information I would provide them with advise on specific investments and the advantages/disadvantages to those investments. Providing excellent service to achieve and maintain client satisfaction.

  • Waddell & Reed
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2005 - Dec 2007

      Built my own book of business. I would market to prospects through several channels including cold calling, mass mailing, networking events/organizations, trade shows and client referrals. During face to face meetings I would analyze their financial needs, goals and sensitivity to risk. With this information I would prepare a financial plan using planning software and provide investment recommendations. Providing excellent service and doing the best thing for my client were my top priorities. Built my own book of business. I would market to prospects through several channels including cold calling, mass mailing, networking events/organizations, trade shows and client referrals. During face to face meetings I would analyze their financial needs, goals and sensitivity to risk. With this information I would prepare a financial plan using planning software and provide investment recommendations. Providing excellent service and doing the best thing for my client were my top priorities.

Education

  • College for Financial Planning
    Certified Financial Planner
    2014 - 2016
  • University of Missouri-Kansas City
    Bachelor's degree, Finance Major and Economic Minor
  • Metropolitan Community College-Maple Woods
    Associate's degree

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