Michelle Pommeranz, CFP®, is an Investment Advisor at Lehner Carroll Shope Capital Management. She brings over 20 years of experience in comprehensive financial plans and investment portfolio management. Michelle focuses on developing a comprehensive, client-focused approach to financial planning that ensures the recommended programs encompass each client’s financial goals, time frames, and risk tolerance. Michelle understands that you have goals you want to accomplish. Whether you’re planning for retirement, income in retirement, estate planning, college education for a child, or financial protection for your loved ones, you’ll receive personal assistance in choosing from a wide range of products and services. Michelle has a unique view on managing a portfolio and her passion is helping clients reach their full financial potential while understanding how their portfolio functions.
Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC. Advisory services offered through Strategic Blueprint, LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Lehner Carrol Shope Capital Management.
Investments in securities involve risk, including loss of principal invested.
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