Klingman & Associates, LLC

Skilled financial professionals committed to your goals

 

Cesar Cruz
Michelle McKinnon
Wealth Advisor

Michelle provides comprehensive wealth management and financial planning services to high net worth individuals and their families. Michelle has spent her entire career working within the independent wealth management world, having joined Klingman & Associates from another large RIA in New York.

Michelle received a bachelor's degree from New York University, and is a CERTIFIED FINANCIAL PLANNER™ certificant. She has a passion for helping women achieve their financial independence, and currently volunteers for Savvy Ladies, a free financial hotline for women in need. She is also a member of Chief, a network focused on connecting and supporting women leaders.

Michelle has recently been seen on CNBC’s Squawk Box, Power Lunch, and Closing Bell. She lives in the Tribeca neighborhood of Manhattan and enjoys skiing, being outdoors, and traveling.

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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