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MR-headshot-photo-xypnlive2019-1000x1000 - Michael Reynolds
Michael Reynolds
Elevation Financial LLC
Full-Color-Transparent - Michael Reynolds

Issues and needs

Relationships/Family, Compulsive spending

Occupational specialties

Business Owners, Therapists, Teachers, Digital nomads, Real estate

About

I'm a fee-only fiduciary financial advisor specializing in Socially Responsible Investing / ESG / Impact investing. I enjoy helping my clients with financial planning, investing, and using financial therapy tools to help my clients relate with money more successfully.

Professional Specialty Areas

Issues and needs

Relationships/Family, Compulsive spending

Occupational specialties

Business Owners, Therapists, Teachers, Digital nomads, Real estate

Languages

English

Religious/Spiritual

LDS

Disability/Ability

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual

Racial Identities

First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual

Country

USA

Service Area

Type of Service

Coaching, Financial Planning, Investment Management

Practitioner Gender

Male

Fee Structure

Flat fee, Hourly - Accept US insurance, Assets under management

Practitioner Designations and Qualifications

Financial Therapy Designations

Certified Financial Therapist Level I - CFT-I™

Mental Health Designations

Financial Designations

CSRIC®, AIF®

Education

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