Michelle Wagner, CFP®

Founder of Wellful Money

For over twelve years, Michelle has been passionate about helping women and families optimize their financial lives. She's seen that making small changes now can make a huge impact over the long term. She brings both an empathetic and analytical approach to her clients to make sure they feel empowered that their money is working hard for them.

Michelle is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and completed Georgetown University’s Executive Certificate in Financial Planning program. She is also actively pursuing additional designations related to tax planning. She started her career at notable wealth management firms in the DC area helping high-net-worth families, and then grew prominent financial planning startups that specialize in helping those typically overlooked by the industry. She enjoys bringing the best of both worlds to her clients.

Michelle grew up in North Carolina and moved around a lot with her husband, Bill, who was formerly a fighter pilot in the Navy. They have two daughters and a high energy dog in Northern Virginia, and Michelle works with clients nationwide. She loves spending time with family, traveling, scuba diving, skiing, attending concerts, checking out local coffee shops, and volunteering with her church and in the community.

contact Michelle:

Wellful Money

wellfulmoney@gmail.com