Michele Berson

I launched BMM to help you with security around your financial situation. A place to go to discuss investments, goals and beliefs.

Information is presented in an easy to understand, common sense approach. This allows you to move forward easily. Gaols become reachable as needs get become clear.

Fees are the biggest bite out of your personal accounts. Discussion and information provide complete, easy to understand transparency.

You get to work with your team of experts or we can put your team together for you. We work in the same direction, with all kept in the loop to deiver the best outcome possible.

To be able to put this type of company together for you, my journey began a long time ago. Here is my story.

I graduated from UCLA with a degree in Economics in 1983. My professional career began in the corporate banking industry.

It was in this arena that I learned and built a full spectrum of client relationships. I was lucky to work with some of the largest corporations in the U.S. on their financial needs to the middle market arena and small business banking arena.

As my industry knowledge grew, I entered the private banking sector and worked with some of the most well-known and successful leading entrepreneurs in the country.

I was hungry for more knowledge and different experiences. Here I refined my focus into the financial planning field and became a Certified Financial Planner (CFP) in 1991 and soon after an investment broker.

At this stage of my life, I had almost 30 years of financial services experience. I had opened and operated several businesses over the years. I decided the path for me was one of a coach versus a consultant to truly help those who want to grow their financial wealth comfortably and with knowledge.

Today, after starting yet another business I am content. I use so much of my diversified background in helping others. I get to be a financial coach by utilizing my credentials as a certified coach (ACC) which I received from the International Coaching Federation in 2006.

Most of the time, you find me working with my clients or on their financial situation. But, I do take some time to balance out my life and to play with my two dogs, a Havanese and a Tibetan. Most importantly, I love spending time with my son who is studying business and marketing at ASU.