Michelle Vu started in the financial services industry in 2009 while still in college as an intern at an independent firm. She joined Ross in 2013, bringing several years of industry experience. Michelle serves a broad range of advisor and client needs and assists Ross in all facets of the financial and investment planning process.
Michelle provides client support in areas including account maintenance, cash management and ensuring that all client requests and inquiries are addressed in a timely manner. She is responsible for maintaining compliance and quality control across all office operations.
On the financial planning side, she assists Ross in creating comprehensive financial plans. She also conducts investment and product research and assists Ross in the asset allocation process.
She holds her FINRA Series 7 and 66 securities registrations through LPL Financial and holds her State of California Life Insurance license.
Michelle graduated from the University of California, Irvine with a Bachelor of Science degree in Business Economics. She lives in Irvine, CA and enjoys cooking as well as time spent outdoors including hiking, snowboarding and going to the beach.
University of California, Irvine - Bachelor of Science in Business Economics, 2010
CERTIFIED FINANCIAL PLANNER™ Professional
FINRA Series 7 and 66
California Life, Accident and Health Insurance License