Michelle Petrowski
BEING IN ABUNDANCE
Anthem, AZ
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CRD#: 5837917
Professional summary
Michelle Petrowski, CFP®, who also goes by Michelle Buonincontri, Michelle De Palo, Michelle Seeley, is a registered financial advisor currently at BEING IN ABUNDANCE, LLC located in Anthem, Arizona.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michelle has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Small Business Planning
Divorce Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Budgeting
Debt Management
Life Transitions
Retirement Income Management
Investment Planning
Do you have an area of expertise or specialization?
Divorce Planning
Hourly
Investment Advice with Ongoing...
Unmarried Couples
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Michelle Buonincontri | Michelle De Palo | Michelle Seeley
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
12/2014 - Present, Non-Investment Related, Anthem, AZ - Michelle Petrowski is also a public speaker. This activity accounts for approximately 5% of her time annually. 12/2014 - Present, Non-Investment Related, Anthem, AZ - Michelle Petrowski (AKA Michelle Buonincontri) is currently employed as the CEO/Founder at New Direction Financial Strategies LLC (AKA "NDFS", Being Mindful in Divorce, and DBA Being in Abundance). This activity accounts for up to 10 hours a week and is not typically completed during trading times. New Direction Financial Strategies LLC provides divorce financial analysis, divorce mediation, collaborative divorce, and divorce educational workshops. These services are typically provided in the evening or weekend. These services do not consist of advisory services. She may conduct any advisory services with clients of New Direction Financial Strategies LLC under a separate client agreement with Being in Abundance LLC and may solicit clients between NDFS and BIA. This may present a conflict of interest, however, as a fiduciary, our firm and its associates have a duty of utmost good faith to act solely in the best interests of each Client. 11/2014 - Present, Non-Investment Related, Michelle Petrowski volunteers at Fresh Start Women's Foundation in Phoenix, Arizona. This accounts for less than 1 % of her time annually. 03/2017 - Present, Non-Investment Related, Michelle Petrowski volunteers at Savvy Ladies in NYC, New York. This accounts for less than 1 % of her time annually. 06/2018 - Present, Non-Investment Related, Anthem, AZ - Michelle Petrowski is a contributing editor for "The Street: Retirement Daily". This accounts for less than 1 % of her time annually. BIA provides consulting services to FinTech Companies, including content strategy, product strategy, content creation, advice methodology, brand voice development, seminars, webinars, and subject matter expertise. These consulting services do not consist of advisory services. 11/2021 - Being in Abundance; Investment-Related; Anthem, AZ; Investment Adviser; Investment Adviser Representative; �March 2021; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Petrowski's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
August 24, 2021 - Present
BEING IN ABUNDANCE, LLC
RIA
CRD#: 315888
Anthem, AZ
Past
January 8, 2024 - December 2, 2024
ELLEVEST
RIA
CRD#: 175476
Anthem, AZ
Past
January 31, 2022 - February 13, 2024
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Anthem, AZ
Past
August 17, 2015 - June 6, 2016
SENSIBLE MONEY, LLC
RIA
CRD#: 158641
SCOTTSDALE, AZ
Past
April 30, 2013 - December 4, 2014
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
PHOENIX, AZ
Past
April 17, 2013 - December 4, 2014
SCHWAB WEALTH ADVISORY, INC.
RIA
CRD#: 159035
PHOENIX, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(8/24/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BEING IN ABUNDANCE, LLC
BEING IN ABUNDANCE, LLC
CRD#: 315888 / SEC#:
Arizona
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Contact information
Main Address
Anthem, AZ
Mailing Address
Phone number
(520) 369-3380
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 303,151 |
Red Flags
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