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Michelle L

CFP®, Series 63

Healdsburg, CA

GWN Securities Inc.

Michelle Lang Payne is a CFP® with 36 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2010. She has been self-employed since 1987 and is involved in tax preparation and retirement planning services. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers for both individual and business clients. The firm supports a large network of advisors and offers a range of managed-account programs and model portfolios, including some legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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