About Us

Michelle Mast

Certified Financial Planner professional® Retirement Planning Specialist
At Retirement Group Retirement Planning Specialist
Phone: 888-640-5211
Fax: 800-278-0038

              



 Michelle Mast, CFP®, CLU, MBA

 

 

Michelle Mast is a CERTIFIED FINANCIAL PLANNER(TM) professional and Chartered Life Underwriter.  She has been with AXA/Equitable for over 20 years and has over 1000 clients. She works with both individuals and corporations on both a personal and corporate basis in developing and implementing Financial Planning strategies to help achieve their financial objectives and goals. She works in Individual Financial Planning, Retirement Planning, Risk management, College Education Funding, and Estate Planning.  She has received the title of Qualified Plan Specialist as well as the title of Retirement Plan Specialist by Equitable Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business. Previously she had worked with Ernst & Whinney, CPA's as an Accountant, at Citibank as a Financial Project Officer and at Salomon Brothers as a Management Analyst.

 

While at Equitable Advisors, Michelle has been awarded the following:

  • Hall of Fame-Highest Honor for a distinguished Career
  • Centurion Leader
  • National Growth Award
  • Certificate of Achievement Award
  • Top 5 firmwide in the local Virginia Region
  • Noted top 12 Equitable Women and Planners in the United States

In addition, she is one of 30 select women to participate in the Equitable Women's Council to further Women in Financial Planning and Management.  She specializes in assisting women in financial planning and also works to incorporate women's financial concerns with regard to divorce and widowhood. She lectures and conducts workshops on financial matters.

 

As previous Regional Vice President of the Referral Alliance Group, Michelle works with local CPA's and Attorneys.  She is one of 8 individuals in the U.S. to have served on the Executive Committee for Financial Planning. She has co-hosted a local financial News Radio Show.  She was featured on talk radio as a Health Insurance Specialist and also has been featured in many News articles.

 

Michelle has a Bachelor of Science in Accounting from NYU and was in the top 1% of her class.  She achieved her Masters of Business Administration in Finance and was in the top 5 of her graduating class.

 

Michelle belongs to the Estate Planning Council, National Association of Female Executives, National Women Business Owners Association, Financial Planning Association, and is a former Chairperson of the Association of Health Insurance Agents at SCLUA.

 

She is a strong advocate for multi-tasking as she manages her successful Financial Planning Practice and most importantly as a Mother of 2 daughters.

 

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


RETIREMENT PLANNING SPECIALIST title (Equitable Advisors)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Michelle Mast has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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