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About Michel’le Correia
Michel’le Correia is a Client Service Specialist in the Financial Services Industry, based in San Mateo, with a background in Client Relationship Management and a degree in Business Administration from Monterey Peninsula College.
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Michel’le Correia has been actively involved in the Financial Services Industry since 2017, currently serving as a Client Service Specialist. She began her career as a Client Service Associate at a Private Wealth RIA in San Francisco, where she was responsible for overseeing Client Relationship Management. Michel’le holds an Associate of Science in Business Administration from Monterey Peninsula College and is a first-generation college graduate. Residing in San Mateo, she enjoys spending her free time traveling, exploring the Bay Area, and nurturing her life’s balance through self-development activities such as therapy and working out. Michel’le takes pride in her educational achievements and her professional growth within the financial sector.
About Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.
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