Michal Slate, MEd, MBA, CFP®
Financial Advisor & Wealth Strategist
“I enjoy building relationships with my clients and helping them find the best financial solutions for their unique life goals,” Michal said. “I’m passionate about educating and I look forward to contributing to the financial, personal, and spiritual development of my clients and the community.”
Direct: (541) 494-1034
Fax: (916) 891-5907
Financial planner Michal Slate announced the opening of her Medford, Oregon, office on Friday. Slate heads Lighthouse Financial Planners and Advisors LLC, an independent financial services firm that provides investment advice to individuals preparing for and entering retirement.
Michal has been in financial services since 2005, working with such firms as Bank of America, Wells Fargo, and most recently Rogue Credit Union. She has a breadth of experience that helps her plan and manage her clients’ financial resources with a holistic perspective.
Michal is a member of Kingdom Advisors, a coalition of Christian advisors whose service is influenced by their faith. She is also a proponent of socially conscious investing and is eager to help those who wish to invest by a higher standard.
Michal holds the CERTIFIED FINANCIAL PLANNER™ designation, FINRA Series 7 and 66 registrations, and the State of Oregon and California Life and Health Insurance licenses. She received an MBA in Business Leadership as well as an education MEd in Curriculum Design.
Michal is a member of New Life Nazarene Church in Medford and a Board member of the Jackson County Library Foundation. She has been married to her husband, Travis, for 15 years.
Michal spends her free time writing, teaching, taking additional college courses and spending time with her dog Walter.
1435 River Park Drive, Suite 504, Sacramento, CA 95815; Office: 916-891-2557
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
Investment products and services available only to residents of: AZ, CA, FL, NV, TX