Summary

• Michelle Perry Higgins is a principal and financial advisor at California Financial Advisors. Since 1996, she has built a thriving practice advising Fortune 500 company executives and young professionals alike.
• Michelle was named one of Investopedia’s Top 100 Financial Advisors in 2022 and Top 100 Most Influential Financial Advisors in 2017 and 2018. 
• Michelle has published three Amazon bestsellers: The Everything Binder Book: Financial, Estate and Personal Affairs Organizer; Stocks, Bonds & Soccer Moms: 7 Steps to a Balanced Life; and College Poor No More! 100 $avings Tips for College Students (100% of her profits from the sale of this book are donated to scholarships).

Experience

Michelle Perry Higgins is a principal and financi🧸al advisor at California Financial Advisors in San Ramon, California. The firm has been ranked on the CNBC Financial Advisor (FA) 100 for five consecutive years and is a Financial Times Top 300 firm, managing over $1.9 billion in assets as of July 2024.

Specializing in wealth management, Michelle promotes financial literacy throughout the retirement planning process. Her work has been recognized over the last 28 years, includingꦕ being named one of Investopedia’s Top 100 Financial Advisors in 2022 and one of the Top 100 Most Influential Financial Advisors in 2017 and 2018.

Michelle has appeared on CNBC, CBS, and Fox and has been quoted in Oprah.com, USA Today, and The Los Angeles Times, am🔯ong others. She was also a contributor to The Wall Street Journal🦩 Expert Panel.

She has published three Amazon bestsellers: The Everything Binder Book: Financial, Estate and Personal Affairs Organizer; Stocks, Bonds & Soccer Moms: 7 Steps to a Balanced Life; and College Poor No More! 100 $avings Tips for College Students, with🦋 all profits from the latter donated to scholar𓆉ships.

Michelle served on her alma mater’s Board✨ of Trustees and Board of Regents, driven by her passion for mentoring young talent and raising scholar⛄ship funds.

Education

💯Michelle received a B.S. degree from Saint Mary’s College of California.