What are 3 words people use to describe you?
Relatable. Approachable. Compassionate.
What are you most grateful for?
My family, my husband of 18 years and our 4 beautiful children!
What gets you excited about life?
What the future holds.
What is the best advice you have ever been given?
Whatever “it” is, you get out of it what you put in to it.
How do you define success?
By my happiness.
What is your proudest achievement?
Aside from my family, personally, my athletic achievements: summiting Mt. Whitney, running a marathon, completing a triathlon. Professionally, realizing what I’m good at and pursuing it.
What does Your Life Integrated mean to you?
Looking at the whole picture of my life and goals and having a road map to get me there, along with the support and guidance to get through any detours that may arise.
Michele T. Sarna joined Integrated Wealth Management in June 2010. As Senior Vice President and Financial Advisor, Michele’s responsibilities include the development of Integrated Wealth Plans which help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit. In addition, Michele specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. Michele and Brandt Kuhn work as a team to develop comprehensive Integrated Wealth Plans and specialize in qualified retirement plan design, implementation, and administration.
Michele has extensive experience in investment management and the brokerage industry. Prior to her career in financial services, she and her husband ran and managed a construction business. She holds a Bachelor of Science degree in business administration/finance from California State University, Long Beach and holds the Accredited Wealth Management Advisor™ designation. Michele is also a Notary Public. Michele currently serves as the Communications Director for Coachella Valley PIHRA (Professionals in Human Resources Association) and is the Manager of the Desert Rams High School Hockey Team. Michele is married and has four children. During her free time she likes to run and participates in many races benefiting non-profit organizations.