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Michelle L Cavallero

Kingswood Wealth Advisors, LLC

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About Michelle L Cavallero

Michelle Cavallero is an investment advisor representative at Kingswood Wealth Advisors, LLC. Michelle has been in the industry since 2006, and has a strong background in financial planning. Michelle is registered with the state of California. Michelle has experience working with individuals, corporations, high net worth individuals, pension and profit-sharing plans, charitable organizations, and insurance companies. Michelle specializes in providing financial planning and investment management services. Michelle has been with Kingswood Wealth Advisors since 2023.

Firm Information

Michelle Cavallero is currently registered with Kingswood Wealth Advisors, LLC. Kingswood Wealth Advisors, LLC is a registered investment advisor based in San Diego, California. The firm provides financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, corporations, and institutions. They manage approximately $1 billion in assets and have over 70 investment advisor representatives.
Kingswood Wealth Advisors, LLC

11440 W. BERNARDO COURT

SAN DIEGO, CA 92127

$1.04B

Assets Under Management

Not reported

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michelle Cavallero’s Registration & Firm History

CA

01/11/2023 - Present

Kingswood Wealth Advisors, LLC (Roseville CA)

CA

04/23/2010 - 03/24/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ROSEVILLE CA)

CA

09/15/2004 - 04/27/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 10/01/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle L Cavallero.
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