Michelle Soto
Michelle Soto is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Redwood City, CA, with 21 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
203 Redwood Shores Parkway, Suite 510, Redwood City, CA, 94065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is a board member and investment committee chair for The Peninsula College Fund, an endowment fund, since June 2022. She oversees the fund's investment advisor and reports to the board, dedicating minimal time to this role.
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
B|o|s
Bailard, INC.
State Registrations1 state
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Exams
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