Khadia Michel CFP, CRPC, Financial Advisor

10/15/2026

02/06/2026

I had a wonderful time at the Senior Bowl last week, learning from some of the best in my industry. I will forever be a student.

Great company, great conversations, and great entertainment—and I walked away with a few meaningful relationships as well.

It was also my first time in Mobile, Alabama—and who knew that’s where the Mardi Gras parade tradition began? Before my seatbelt was even fastened on the plane, I was already hearing all about it, and from the moment I arrived until I left, everyone made sure to remind me.

As an NFLPA-approved advisor, I’m excited to follow and support the continued success of these young men who competed at the Senior Bowl. The future is bright.

07/04/2025

Happy Independence Day! We’re looking forward to spending time with family and eating good food. How do you plan to celebrate this Fourth of July?

05/23/2025

Automation is not just about convenience; it is a form of self-care. Reduce your money stress by taking a few decisions off your plate each month. Your future self will thank you :)

03/12/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

12/16/2024

Our practice prepares an annual calendar centered on equipping clients for their financial and life journeys. We were fortunate to complete the 2024 educational series with information on estate planning. Thank you Cathy Egan, JD, CFP for your knowledge and passion for a very important topic.