Michele Nosari
Financial Advisor
Financial Planning for Women & Couples who value the Outdoors & Social Equality | Financial Wellness Speaker | Values Based Investing |
I'm on a mission to support women and couples in making new and confident decisions about their financial plan.
I specialize in creating modern financial plans for professional women and couples who value the outdoors and social equity. My clients prefer to align their investments with their values, seek diversification in their plan, and have an untraditional outlook on what it means to retire.
As a former hospitality executive, I started my financial planning practice in 2020. I leverage the same tools I used for Wall Street shareholders to now benefit professional women and couples seeking to level up their personal or business money plan.
We start with a snapshot of where you are today, then focus on where you want to go. Specifically, what is on your vision board that you want to make progress towards. From there I provide personalized strategies to help grow your money while making sure everything's protected—so you know the right moves to make today and later on.
Along the way, I provide down to earth financial literacy so you will leave each meeting not only with something checked off your list, but high confidence and understanding of your plan and the decisions you are making to impact it.
I focus on serving professional women and their households. I believe that having a financial plan that considers issues and styles specific to women is key to building sustainable wealth. It is the right thing to do for our families, our communities, and to close the gender wealth gap.
Raised in Illinois and a graduate of Bradley University, my love of tourism, hospitality, and the great outdoors, led me through Colorado, Wyoming, London and St Lucia....always to return to the mountains of Summit County Colorado. Having a career in corporate hospitality that included regular travel around the US gave me the best of worlds. I am, as I like to say, a mountain girl with a city problem.
I live with my husband, Nathan, and our two dogs. Find us all on the back country trails: mountain biking in the summer and skiing in the winter. When we are not outside enjoying local outdoor recreation, I fill my cup with a good book and planning our next trip to a beach or city.
Home based in Frisco, Colorado, and tethered to the Denver North Northwestern Mutual office, I enjoy serving my mountain community and the Front Range in person and nationwide clients via Zoom.
I hold my Series 7and 63 securities registrations and am insurance licensed in several states across the US. I am consistently engaged in continuing education.
For a free consultation to learn more if my services are a good fit for you, use the link below to grab time on my calendar for a quick meet and greet. I'm looking forward to meeting you!
Speaking Engagements
I value in person connection and travel regularly throughout Colorado and the US to meet clients, attend conferences as breakout session presenter, and as an event guest speaker.
I offer free Employee Resource Group workshops on financial wellness topics including about the financial challenges women face and how to overcome them. Workshops available online and in person.
Closing the Gender Wage Gap
I am passionate about volunteering my time to better the business and life experience for women in my community. I serve as board president for Women Of The Summit. I am proud to have created and facilitated the Women in Business Grant and Career Camp to support closing the gender wage gap. I believe that when women thrive, our entire community thrives.
Women Of The Summit
Local non-profit dedicated to establishing, promoting and helping our community of Summit County Colorado women thrive in business and life.
My Team
Michele Nosari
Financial Advisor
I specialize in creating modern financial plans for working women and couples who value the outdoors and social equity. My clients prefer to align their investments with their values, seek diversification in their plan, and have an untraditional outlook on what it means to retire. Sound like you? Schedule a meeting for a free consultation today.
Schedule A Meeting
For a free consultation to learn more if my services are a good fit for you, use the link below to grab time on my calendar for a quick meet and greet. I'm looking forward to meeting you!
Network of Specialists
Each plan is unique as the individual. Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Rachel Marie Thorngate
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Sarah Ann Tinkler
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