Dade City Office
P.O. Box 121San Antonio, FL 33576
Michelle Engle, CFP®, CRPC™ , M.Ed.
CERTIFIED FINANCIAL PLANNER® Professional
CERTIFIED FINANCIAL PLANNER® Professional
Financial Advisor since 2013
Registered in FL, MD, NJ, OH, TX, NC, NY, VA
My Mission Statement
My practice is built upon the key beliefs of honesty, integrity, transparency and dedication for everyone. My passion is to help others, which naturally occurs as my values align with those of my clients.
I deliver personalized financial advice tailored to your specific dreams and goals. Working together, I can help you feel more confident, connected and in control of your financial life today and tomorrow.
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER® Professional
- Chartered Retirement Planning CounselorSM
- Series 7
- Series 66
- Florida 2-15 Life, Health and Variable Annuities Agent license
Specialty Services
- Financial Planning
- Retirement Planning
- Wealth Management
- College Planning
- Insurance Needs
- Annuities
- 401k Rollover Consultations
- Customization to meet client's needs
Memberships
- Women's Impact Network
Steering Committee Member 2025-current
Member 2021-current
- Purse Strings
Approved Member 2026
- Women in Retirement Conference
Steering Committee Member 2021-2022
- Plant City Chamber of Commerce
Board of Directors Member 2023
Ambassador 2021-2022
Leadership Member 2022-2023
- Aspire Plant City
President 2023
Vice President 2022
- Women's Impact Network
Lincoln Investment 2019-2022
- Achieve Plant City
Board of Directors Member 2021-2022
- Children's Cancer Center
Doner/Fundraiser
- Give Kids The World
Doner/Fundraiser
- Financial Services Institute
Published Article
Personal Information
Michelle is a Florida native with more than a dozen years of experience as a financial advisor. She earned both her bachelor’s and master’s degrees from Saint Leo University and holds FINRA Series 7 and 66 licenses, which uphold her to the highest fiduciary standards. In addition, Michelle is a Chartered Retirement Planning Counselor® and a CERTIFIED FINANCIAL PLANNER® - Professional designations that reflect her deep commitment to helping clients achieve their financial goals. Guided by integrity, ethics, and her life philosophy of “Do unto others,” Michelle takes pride in building lasting relationships and providing thoughtful, personalized financial guidance. Outside of work, you can find Michelle spending quality time with her husband Mike and two girls Kennedie and Reagan. They enjoy being out in nature; whether that is on their small farm or camping at a State Park. In rare quiet moments, you can find Michelle engrossed in a good book.