Michelle in the Media
6 Steps to Protect Your Retirement Savings
Kiplinger
October 7, 2025
Michelle Perry Higgins Quoted in Kiplinger Retirement Savings Article
2025 Investopedia Advisor Council
Top 25 Advisors
July 16, 2025
2025 Investopedia Advisor Council-Top 25 Advisors
Advisor of the Year (Regional-West) Excellence Awardee
2025 Advisor of the Year
June 24, 2025
This award is one of the highest accolades offered to an individual in the wealth management and financial planning industry.
This award recognizes the most outstanding advisors in the main regions of the U.S. from an advisory firm or team, regardless of business size and model.
Advisor Hub Advisors
2025 Top 100 Women Advisors to Watch
June 12, 2025
We created a list of 1,000 advisors and their teams with sophisticated practices, great growth and a commitment to professionalism. These 100 women advisors represent efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
CNBC FA100
2024 Financial Advisor 100
October 2, 2024
CNBC ranks the top-rated financial advisory firms of 2024
CNBC FA100
2023 Financial Advisor 100
September 12, 2023
Honored to stand among the nation's elite financial advisory firms for the fifth consecutive year on CNBC's FA100 list. This milestone is a testament to our unwavering dedication to financial excellence and client trust. Thank you for making us a part of your financial journey.
Financial Advisor Magazine
August 18, 2023
We are honored to have been ranked among the Top RIAs in the Nation by Financial Advisor Magazine for 2022 & 2023. Congratulations to all the other financial advising firms that made it to the list!
California Advisor Takes a Slow, Deliberate Approach With Prospective Clients
August 8, 2023
I am honored to share that Morningstar published a spotlight highlighting the success of my business and upbringing in the Central Valley.
Michelle's Money Minute
College students, do you need help managing your finances?
July 19, 2023
Investopedia 100
Top Financial Advisor 2022
July 25, 2022
The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
CNBC FA100
2021 Financial Advisor 100
October 6, 2021
For the third year in a row, CNBC unveils its ranking of top financial advisors. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.
CNBC
Why creating a student loan payment plan is important, plus 4 more money tips for new grads
July 27, 2021
Experts weigh in on the 5 things new grads need to know about managing their money.
Michelle's Money Minute
Don’t forget to teach your high school graduate this before they leave for college
March 30, 2021