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Michele Feliz

Michele Feliz

Yorba Linda, CA

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.

This financial professional holds the following licenses:
Life insurance
Health insurance
Series 6
Series 63

California Life Insurance License

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