About My Practice
Welcome! I am delighted that you have taken the opportunity to learn more about our financial planning services.
Moveo Financial Group, Inc. offers financial planning services that help you simplify your finances, so that you can gain more time to do what you enjoy.
I invite you to check out our website at www.MoveoFinancial.com to learn more about our service plans for:
- Dual Income Families
- Mobile Professionals & Frequent Travelers
- Small Business Owners & Executives
Wouldn't it be great to spend less time trying to understand what money you have where?
All of your financial information. All in one place.
To learn how to simplify your finances, please call Michelle at 480-275-5219.
We offer a no obligation complimentary initial consultation. Please visit our website to learn more about our services and the value we bring to our clients.
Securities offered through FSC Securities Corporation, Member FINRA SIPC. Advisory Services offered through AeGIS Financial Group, Inc. Moveo Financial Group, Inc. and AeGIS Financial Group, Inc. are not affiliated with FSC Securities Corporation.
Michelle L. Patel, CFP®
Certified Financial PlannerTM
Michelle began her career in financial planning in 2003 when she founded MOVEO Financial Group, Inc. Prior to starting up Movéo Financial Group, Inc., Michelle was a finance Manager with Intel Corporation.
Michelle graduated with a B.S. in Business Administration from Boston University, subsequently earning a Masters in International Management from Thunderbird School of Global Management. Michelle received her Certificate in Financial Planning from Kaplan University.
Michelle takes an educational approach with clients, ensuring they fully understand strategies recommended, along with any underlying implications that may result from implementation.
Michelle's philosophy of client service is to ensure that clients know they are listened to, their best interests are the primary objective in all recommendations made, and that Michelle is accessible and responsive to client concerns.
Michelle holds her securities registrations Series 6, 7, 63, and Investment Advisor Series 65. She is also licensed in the State of Arizona for life, health and disability insurance. Michelle is a member of the Financial Planning Association, and the Arizona Small Business Association.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance: Arizona, Health/disability insurance: Arizona, Variable annuities: Arizona
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
FSC Securities Corp.
Considerations: Financial Plans and Annual Retainers start at $500; Planning by the hour: $150/hr
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.