Michelle Mast, CFP, CLU, MBA
Financial Consultant
Retirement Planning Specialist
AXA Advisors, Inc.
        

Michelle Mast is a Certified Financial Planner and Chartered Life Underwriter.
She has been with AXA/Equitable for over 21 years and has over 1000 clients. She works with both individuals and corporations on both a personal and corporate basis in developing and implementing Financial Planning strategies to achieve their financial objectives and goals. She works in Individual Financial Planning, Asset Management, Retirement Planning, Risk management, College Education Funding, and Estate Planning.  She has received the designation of Qualified Plan Specialist as well as the designation of Retirement Planning Specialist from the Wharton School. Previously she had worked with Ernst & Whinney, CPA’s as an Accountant, at Citibank as a Financial Project Officer and at Solomon Brothers as a Management Analyst.

While at AXA Advisors, Michelle has been awarded the following:

•Hall of Fame-Highest Honor for a distinguished Career
•Circle of Excellence
•Centurion Leader
•National Growth Award
•Certificate of Achievement Award
•Top 3 firm-wide in the local Region


In addition, she participates in the AXA/Equitable Women’s Council to further Women in Financial Services and Management.  She specializes in assisting women in financial planning and also works to incorporate  women’s financial concerns with regard to divorce and widowhood. She lectures and conducts workshops on Financial Planning.

As previous Regional Vice President of the Referral Alliance Group, Michelle  works
with local CPA’s and Attorneys.  She is one of 8 individuals in the U.S. to have served on the Executive Committee for Financial Planning. She has co-hosted a local  financial News Radio Show and  was featured on talk radio as a Health Insurance Specialist as well as quoted  in many News articles.

Michelle has a Bachelor of Science in Accounting from NYU and was in the top 1% of her class.  She achieved her Masters of Business Administration in Finance and was in the top 5 of her graduating class.

Michelle belongs to the Estate Planning Council, Network of Enterprising Women, Financial Planning Association, and is a former Chairperson of the Association of Health Insurance Agents at SCLUA. She is a strong advocate for multi-tasking as she manages her successful Financial Planning Practice and most importantly as a Mother of 2 daughters.