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Michele Feliz

Licenses

Life insurance
Health insurance
Series 6
Series 63

California Life Insurance License
#0F87809

Contact details

Phone: 714.692.7712
Email: michele@parsonex.com
Branch Office: Yorba Linda, CA
Directions

Branch Manager

I have had a tax preparation business for over 25 years. I started in the retirement business as a value added to my tax clients. In talking with my clients many had not even started preparing for retirement and it made sense for me to assist them on their journey to financial independence. I have been able to help clients out with their financial affairs and giving them peace of mind.

I was born and raised in California. I have one grown son. In my spare time I like to attend sporting events, musical theater and travel the world.


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Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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