Michele Lee Fine

About Me:

I develop long term proactive relationships with my clients and base them on my dedication, integrity, and commitment to them, their families, and businesses. Our initial work together is the coordination and integration of all aspects of their business and personal finances. My role becomes that of a trusted and respected financial specialist who is the quarterback of all the financial aspects of the client. The goal is to maximize efficiency and effectiveness in achieving great success, wealth, and peace of mind.

Education and Training:

Graduate of New York University: Economics Major/Philosophy/Psychology DoubleMinor
Extensive experience, background and certification in Finance, Business, Real Estate Development and International Commerce

Specialized Services Offered:

Estate Planning
Retirement Planning
Asset Maximization
Pension Design and Administration
Cash Flow Analysis
Insurance Planning and Design
Family Business and Succession Planning
Executive and Group Benefits
Wealth Management

Professional Organizations:

NAIFA: National Association of Insurance and Financial Advisors
WAIFA: Westchester Association of Insurance and Financial Advisors
100 Women in Hedge Funds Organization: Created by Wall Street’s George Soros’s: A leading financial charitable organization headed by prominent leaders in the financial industry.

Community, Charitable or Professional Organizations/Associations:

WIZO(Women’s International Zionist Organization): Business and Corporate Chair, Director of Planned Giving
Member of Philanthropy and Professional Development Committees
Cabinet Member of Israel Bonds, USA: Chairman of Business and Industry Committee
JNF Board Member


Check the background of this investment professional on FINRA’s BrokerCheck.


Registered Representative of Park Avenue Securities and Financial Representative of Guardian.