Michelle in the Media
2023 Financial Advisor 100
Sep 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
Aug 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
Aug 8, 2023
I am honored to share that Morningstar published a spotlight highlighting the success of my business and upbringing in the Central Valley.
Top Financial Advisor 2022
Jul 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.
2021 Financial Advisor 100
Oct 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.
Why creating a student loan payment plan is important, plus 4 more money tips for new grads
Jul 27, 2021
Experts weigh in on the 5 things new grads need to know about managing their money.
Wall Street Journal
Should Parents Involve Their Teenagers in Big Spending Decisions?
Nov 20, 2020
One adviser says if done right, involving teens can be empowering and educational. Another says it’s wrong to let kids think they have control.
Stay away from the 'anxiety rotation': Top financial advisor
Oct 7, 2020
CNBC's Kelly Evans discusses investment strategies ahead of the election with Michelle Perry Higgins of California Financial Advisors.
2020 Financial Advisor 100
Oct 6, 2020
The CNBC FA 100 list celebrates those advisory firms that top the list when it comes to comprehensive planning and financial services that help clients navigate their financial lives.
Wall Street Journal
The Biggest Money Mistakes People Make in a Recession
Sep 13, 2020
Facing a downturn is hard enough without falling into the common traps in the way we save, invest and spend our money