Michelle Greenwood is a Financial Advisor with Zuk Financial Group and is located in Lake Forest, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, Michelle holds FINRA Series 7 and 66 licenses.    She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities as well as having a California Real Estate License.   Through her investment advisory and financial planning practice, Michelle represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Michelle offers both institutionally managed programs to her clients as well as fee based consulting.

Before becoming a financial planner, Michelle had already experienced success in the real estate field, where she was a Southern California mortgage loan officer, earning numerous production and leadership awards.   Michelle emphasizes a holistic approach to financial planning issues and thoroughly enjoys her role assisting her clients in analyzing all the information necessary to develop a personalized financial plan.

A specialist in retirement planning, Michelle is frequently invited to present educational workshops for schools, colleges, and education professional organizations. Michelle has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS).   She also does seminars on investment and retirement planning for small businesses and non-profit organizations. Michelle has earned a reputation for explaining difficult subjects in a style that is easily understood.

The product of an educator family, Michelle's father, now retired, was a California high school math instructor.