Michelle Muthiani, CSLP®
Financial Advisor
Helping dentists, physicians, and small business owners organize and execute their financial priorities.
Client account access
Michelle Muthiani, CSLP®
Financial Advisor
Helping dentists, physicians, and small business owners organize and execute their financial priorities.
About
Michelle has been working with North Star since 2008 and is a member of North Star’s Medical Division, a group of North Star advisors committed to providing expertise for dentists and physicians. She is committed to collaborating with dentists, medical professionals, small business owners, and members of traditionally marginalized communities to empower them to make wise financial choices, organize their financial plans, and build generational wealth.
Qualifications:
- FINRA Series 7, 65, 6, and 63 registered
- Life and Health Insurance licensed
Michelle currently resides in the Twin Cities with her husband and two daughters. Outside of work, she enjoys salsa dancing, trying (almost) any new food, traveling the world, and volunteering for organizations she cares about deeply. She actively volunteers with BestPrep to empower high school students with financial literacy skills and is an active member of her church and community.
She is also a co-founder of North Star’s Diversity, Equity, and Inclusion (DEI) Committee, which provides insights into diverse identities, experiences, and cultures and coaches advisors and team members on inclusion practices.
Services
- Insurance strategies
- Wealth management
- Investments
- Financial planning
- Debt management
Team
North Star resource team
Chloe Becker, REBC®
Employee Benefits Account Manager
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Resources
Location
Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4114065.