Michelle Vu

Michelle Vu started in the financial services industry in 2009 as an intern at an independent firm. She joined Ross in 2013, bringing several years of industry experience. Michelle serves a broad range of advisor and client needs and is involved in all facets of the financial and investment planning process.

Michelle manages the daily operations in the Orange County, CA office, including maintaining compliance and quality control across all office operations. Her main objective is to ensure that every client has a smooth and enjoyable experience when working with our firm.

She also spearheads the investment and product research for the firm, with her main focus being mutual funds, ETFs and alternative investments. Using her knowledge in this area, she assists in the development of the firm’s asset allocations and model portfolios.

On the financial planning side, she works closely with clients to develop comprehensive financial plans. She will offer recommendations based on areas of opportunity in the plan and assist in implementing said recommendations as needed. Her attention to detail and thoroughness makes this process a seamless and valuable experience for each client.

Originally from the San Francisco Bay Area, Michelle moved to Southern California to attend the University of California, Irvine, where she graduated with a Bachelor of Science degree in Business Economics. She lives in Irvine, CA and enjoys cooking as well as time spent outdoors including hiking, snowboarding and going to the beach.

Education

University of California, Irvine - Bachelor of Science in Business Economics

Professional

CERTIFIED FINANCIAL PLANNER™ Professional

FINRA Series 7 and 66 held through LPL Financial

California Life, Accident and Health Insurance License

Financial planning offered through LPL Financial, a registered investment advisor