Michelle Ogden, CRPS®, CFP®

Current

Portfolio Manager at Michelle Ogden & Company LLC

Past

Investment Adviser Representative at ING Financial Partners
Licensed Real Estate Sales Associate at Gaedeke Group
Investment Specialist at Charles Schwab & Co., Inc.

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Education

University of Central Florida
University of Central Florida - College of Business Administration

Recommended

1 person has recommended Michelle

Connections

217 connections

Industry

Financial Services

Websites

Michelle Ogden, CRPS®, CFP®’s Summary

Our Firm handles Company Retirement Plans and Financial Planning Clients.

GOALS:
I personally have many, but my Life long dream has been to somehow connect with our Youth about money. I would love to teach them about saving for the Long Term. SO many kids now have serious entitlement issues, we live in a world of internet, email and INSTANT GRATIFICATION. So..... If any of you know of a Money focused TV show missing a host to teach the world about money I'm your girl. Ha ha! Hey a Girl can Dream! (I am very open and honest and the box here asked me to write out my goals!!!)

Michelle Ogden, CRPS®, CFP®’s Specialties:

We are a Fee Only Registered Investment Advisory Firm. We provide Comprehensive Financial Planning and Open Architecture Employer Sponsored Retirement Plans.

Michelle Ogden, CRPS®, CFP®’s Experience

Portfolio Manager

Michelle Ogden & Company LLC

(Privately Held; Myself Only; Financial Services industry)

July 2007 — Present (2 years 5 months)

Employer Sponsored Retirement plans is our primary line of business. Because we are a Fee only Registered Investment Advisory firm we can provide proposals from a vast majority of plans available and help the business owner determine which plan is right for their business based on what is important to them.

Plans include, but are not limited to, Defined Benefit, Cash Balance, Target Benefit, Money Purchase, Profit Sharing, 401(k), ESOP, 403(b), New Comparability, SEP, SIMPLE, & Employer Sponsored 529 College Saving Plans.
Investment Adviser Representative

ING Financial Partners

(Public Company; 5001-10,000 employees; Financial Services industry)

January 2006 — June 2007 (1 year 6 months)

Independent Commission based Investment Adviser.
Licensed Real Estate Sales Associate

Gaedeke Group

(Privately Held; 51-200 employees; Real Estate industry)

January 2004 — December 2005 (2 years )

Leasing Agent – Licensed Real Estate Sales Associate

• Represented the Landlord in Sales and Lease transactions at three of their Office Properties.
• Duties include showing space available, marketing space available, coordinating broker functions, negotiating lease terms, presenting proposals, and preparing lease documents to be executed.
Investment Specialist

Charles Schwab & Co., Inc.

(Public Company; 10,001 or more employees; Schw; Financial Services industry)

June 1999 — January 2004 (4 years 8 months)

• Worked on a team of 12 Brokers handling inbound and outbound client calls.
• Was the top performing broker on my team 3 consecutive quarters prior to leaving the firm.
• Was the audit and compliance Subject Matter Expert the entire five years.
• Far exceeded company Sales targets and Relationship Targets. My success was directly related to the customer focused sales approach I used. I showed a personal interest and listened to what the client really needed to see if there was a product or service appropriate for each individual client situation.

Michelle Ogden, CRPS®, CFP®’s Education

University of Central Florida

1994 — 1999
University of Central Florida - College of Business Administration

1994 — 1999

Additional Information

Michelle Ogden, CRPS®, CFP®’s Websites:

Michelle Ogden, CRPS®, CFP®’s Interests:

personal developement, spiritual development & connecting with others in a positive way. I truly believe Success is enjoying the experience of one life’s journey while touching other people’s lives with a positive impact along the way.