Michelle Mast

Michelle Mast

Certified Financial Planner professional®
Retirement Planning Specialist

Phone: 804-287-0229
Fax: 804-285-3134
E-mail:
 

              

 

 

 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 AXA 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 AXA 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 AXA Women and Planners in the United States

In addition, she is one of 30 select women to participate in the AXA 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 (AXA Advisors, LLC)

The Retirement Planning Specialist title is awarded by AXA 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 AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA 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 AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

 


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