Michele Holton, Social Security Advisor
Michele Holton
Managing Partner, WealthFolio Advisors LLC
Professional Profile
Michele Holton is a trusted Managing Partner at WealthFolio Advisors LLC in California, where her extensive expertise in financial services and technology shines through. With over two decades of experience, Michele has dedicated her career to guiding clients toward a brighter financial future, beginning as a financial advisor right out of college with a Bachelor of Science in finance from California State University, Long Beach, followed by an MBA in finance from Pepperdine University.
As a holder of the NSSA® Social Security certification, Michele Holton brings specialized knowledge of Social Security planning to every client relationship.
Throughout her illustrious career, Michele has provided exceptional financial guidance and retirement planning for high net worth clients at prestigious institutions such as Citicorp and Wells Fargo. Her roles in marketing and product management at leading companies like Thomson Reuters and BlackRock have further enriched her insights into the financial industry, allowing her to deliver a unique and effective client experience at WealthFolio Advisors.
As a Chartered Retirement Planning Counselor and a National Social Security Advisor, Michele is not only knowledgeable but also highly respected in the field. Her commitment to her clients, combined with her comprehensive understanding of financial products and technologies, makes her an invaluable resource for anyone seeking expert advice in managing their retirement and social security planning. If you are looking for a reliable partner to navigate your financial journey, Michele Holton at WealthFolio Advisors is ready to help you achieve your goals.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.