Planning Analyst, Mason Street Wealth Management
Meet Michelle Novielli, a dedicated Planning Analyst at Mason Street Wealth Management in California. With a robust background as an Insurance and Annuity Specialist, Michelle brings over 20 years of experience from the Title Insurance sector, where she excelled as a Division Manager. Her extensive knowledge in educating and servicing investors, attorneys, real estate brokers, accountants, and financial advisors sets her apart as a reliable expert in the financial planning landscape.
Michelle Novielli has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Michelle’s unique experience as a paralegal in medical malpractice, estate planning, and insurance defense further enhances her capability to navigate complex financial situations with professionalism and insight. Clients appreciate her thorough approach and commitment to providing customized strategies that align with their financial goals.
Outside of her professional accomplishments, Michelle enjoys traveling, gardening, and cherishing time with her family, making her relatable and grounded. Trust Michelle Novielli to guide you through the intricacies of planning for your financial future. Reach out today to benefit from her expertise in social security and comprehensive financial planning.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.