Michelle Castano Garcia
Senior Vice President, Financial Advisor
Contact Michelle
Team Office
Michelle’s Locations
Lake Oswego, OR 97035 (503) 906-9624
About Michelle
Michelle has more than 30 years of experience in management, sales and marketing in the wealth management industry. Before joining the Wealth Enhancement Group as a financial advisor, she held positions with U.S. Trust, Washington Trust and Northwest Investment Counselors. She specializes in providing wealth management and investment consulting services to families, developing customized strategies for long-term wealth transfer.
When not in the office, Michelle has spent years volunteering on boards and committees in the community, including the Oregon State Bar – Board of Governors, the Oregon Community Foundation, SAGE (Senior Advocates for Generational Equity), CYO (Catholic Youth Organization) and the Oregon Children’s Theatre. Her years of nonprofit board leadership also include chairing boards and committees for the Sisters of St. Mary of Oregon, Legacy Meridian Park Medical Foundation, Legacy Health Foundation and Legacy’s Unified Investment Committee.
Michelle is also an avid golfer and has had the privilege of coaching Valley Catholic High School varsity girls’ golf team.
Education
- BA - Rhetoric and Communication, University of Oregon
- Graduate - Cannon Financial Institute, Personal Trust School at Boston University
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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