About Michelle
holistic financial planner & wealth manager
Michelle Klisanich, Wealth Advisor at Navista Wealth Management looks forward to serving you. Alongside her team of specialists, Michelle delivers exceptional service and customized guidance designed just for you. With access to a broad mix of products, she can help you select solutions that best align with your goals.
Michelle serves as a fiduciary for you and is bound to the highest ethical standards. She will always be on your side, looking out for your financial well-being and making sure you get the most out of your financial journey.
MY STORY
Michelle Klisanich, CFP®, CDFA®
Every day, I have the honor of helping you and your families achieve your financial dreams. It is in helping you achieve the freedom to travel, to send your children to college, to enjoy your hobbies and to eventually retire with fulfillment that I find true meaning and inspiration.
My clients often come to us during times of transition, such as retirement, career change, divorce, or the loss of a loved one.
I understand that making complex financial decisions can feel overwhelming –which is why I help educate you and add clarity to concepts and your options. I enjoy the challenge of creating detailed, high net worth strategies. I’ll advocate for you and partner with tax and legal professionals to ensure a comprehensive approach is taken. You can count on me to create a clear roadmap for your future.
Michelle is a Certified Financial Planner®, Certified Divorce Financial Analyst® and Wealth Advisor of Navista Wealth.
She and her husband Michael live in Minnetonka with their daughters Anja and Mari. She enjoys traveling abroad and exploring different cultures. Her hobbies include yoga, tennis, playing piano & creating memories with her friends and family.
“I enjoy guiding and educating clients so they are empowered to make decisions they can feel good about.”
Why Work With Me?
I take great pride in providing you guidance because if you know where you are headed and have a clear outline on how to get there, you are more likely to achieve your goals. I am in continual communication with you to evaluate progress and change as needed. The guidance I provide gives you confidence in your financial future.
My goal is to leave you feeling confident and empowered to take control of your finances, while building a long-term relationship based on trust and understanding. It’s important for me to take the time to understand your life, because I am not just helping you manage your finances, I am helping you to achieve your dreams.
Community Participation
I am honored to support a number of charitable organizations serving causes such as hunger, children with disabilities, women’s causes, and much more. Our team also volunteers to serve those less fortunate and organizes volunteer opportunities to help clients find ways to give back beyond financial contributions.
Education
- Luther College, Business Management and Spanish Studies
- Scandinavian Studies, University of Oslo, Norway
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- CDFA® Certified Divorce Financial Analyst® Professional
Leadership
- Family Law League board member and events director
- Luther College Alumni Council member
- Member of IDFA
- Member of International Academy of Collaborative Professionals
- Member of Collaborative Law Institute
- Treasurer – AFCC (family law non-profit)
Recognition
- Twin Cities Finest 2017 (Minneapolis Business Magazine)
This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Minneapolis Business Magazine or the Cystic Fibrosis Foundation.
800 Nicollet Mall
Suite 2500
Minneapolis, MN 55402
Phone: (612) 315 - 2400
Fax: (612) 315 - 2432
Important Disclosures | CRS FORM
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