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Michelle F
Series 66
Arvada, CO
Life Story Financial
Michelle Francis is a financial advisor with Life Story Financial in Arvada, CO, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Western Wealth Management, LPL Financial, PBS Wealth Management Consultants, Royal Alliance, and a 12-year tenure at PR Unscripted. Life Story Financial serves individual and high-net-worth clients by offering discretionary investment management and various financial planning services, utilizing the AssetMark platform and third-party managers. The firm combines passive and active investment strategies guided by Modern Portfolio Theory and integrates ESG considerations when requested.
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