(888) 5WE-PLAN info@unique-planning.com

ABOUT US

Reference

To verify our services and licensing, you may visit BrokerCheck’s page here.

 

CLIENT SERVICE ASSOCIATE
Michelle Maselli

E: Michelle@Unique-Planning.com
P: 888-593-7526

Michelle Maselli is a Client Service Associate with Unique Planning.  She most recently worked at Turnbull Insurance for 16 years assisting clients with their employee benefits, insurance and financial services administration.  Previously she worked at Bankers Benefits, an administration company for the California Bankers Association.  She has also been the Office Manager at Bridge’s, a restaurant in Danville, CA.

 

Michelle finds it her top priority to make it easier for the clients to navigate through the complicated world of insurance.  She uses her extensive knowledge to assist employers and individuals with all their financial needs as helpful and friendly resource.

 

Outside of work, Michelle and her husband enjoy the outdoor lifestyle of camping and are frequently at race car rallies throughout the western states.

Disclaimer

Paul Crawford is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Other advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Derek Turnbull is a Registered Representative with, and securities offered through LPL Financial. Member FINRA/SIPC.

Sarah Woehrman is a Registered Representative with securities offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Strategic Wealth Advisors Group and Unique Planning are separate entities from LPL Financial.
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Paul Crawford | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0E48289
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Derek Turnbull | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0B01257
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Sarah Woehrman | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0H83504

 

 

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