Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Sonoma, CA #4874!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦  Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options  ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

Michele is a Chartered Retirement Planning Counselor (CRPC) and a Managing Partner at WealthFolio Advisors.  Right out of college with her undergraduate degree in finance, she became a financial advisor and began helping clients build a brighter financial future.  Now over three decades later, she brings that same enthusiasm to her role as Managing Partner at WealthFolio Advisors.

Michele spent her whole career in financial services and financial technology.  She believes that everyone can achieve financial success with the right guidance. Over the course of her career, Michele has provided financial advice and retirement planning services to high-net-worth clients at Citicorp Investments and Wells Fargo Private Client Services. She has also managed marketing and product management teams at some of the world's leading financial institutions including Thomson Reuters and BlackRock.  

Michele's background as a financial advisor coupled with her institutional experience in financial products and technologies provides the backbone for creating a truly unique client experience at WealthFolio Advisors.  

Michele has a Bachelor of Science in Finance from California State University, Long Beach and an MBA in Finance from Pepperdine University.  Michele currently lives in Sonoma, CA.