About Us

Michelle Mast

CFP®, CLU, MBA
Phone: (804) 288-1100

Michelle Mast, CFP®, CLU, MBA is a Partner and CERTIFIED FINANCIAL PLANNER professional with Community Financial Group and has over 35 years of experience in in the financial services industry,and more than 32 of which she has been with Equitable Advisors.

Michelle has been ranked amongst the Top 10 Women at Equitable in the United States for the past two years. Prior to Equitable, Michelle had worked at Citibank and Solomon Brothers as an investment Project Analyst and at Ernst and Whinney, CPA’s as a Staff Accountant/Auditor.

As a Financial Professional, Michelle assists individuals as well as corporations on both a personal and corporate level in developing and implementing financial strategies to help them achieve their financial goals. Michelle concentrates on her passion of individual comprehensive financial planning, including retirement planning, asset management, risk management, and college education funding. Michelle’s practice also includes extensive knowledge and experience in individual, senior, and group health insurance and the changes regarding healthcare reform and other related employee benefits. She also assists women in financial planning solutions by addressing their specific financial concerns regarding widowhood and divorce.

Michelle has received the title of “Qualified Plan Specialist” based on her successful completion of an internal Equitable Advisors training program and written assessment to best assist businesses with their Employer Sponsored Retirement programs, as well as the title of “Retirement Planning Specialist” by Equitable Advisors, based upon the successful receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania for completing the Equitable Advisors “At Retirement® program. Additionally, Michelle has completed an advanced learning curriculum focused on asset allocation and wealth management at the Faculty Club, Harvard University. Michelle was a previous District Manager at Equitable of the Referral Alliance Group which works with Accountants and CPA’s to assist their clients with financial services and was one of 30 women selected to participate in the Equitable Women’s Council to further women in financial planning and management. Michelle has also co-hosted a local financial news radio show. Michelle has earned a Bachelor of Science Degree in Accounting from New York University, graduating in the top 1% of her class and a Masters of Business Administration degree in Finance from Hofstra University graduating in the top five of her class.

During Michelle’s tenure with Equitable Advisors, she has received numerous awards, including being named to the company’s prestigious Hall of Fame and being included in The Order of Excalibur, Bronze Eagle, Summit, Circle of Excellence and Centurion Leader, and earning the National Growth award and Hallmark Honors as well as eligibility to the Million Dollar Round Table. Michelle is also an active member of the Financial Planning Association.

Michelle travels extensively to various States along the East Coast to meet with clients and balances her work-life as the proud mother of two daughters.

 

CFP® and CERTIFIED FINANCIAL PLANNER professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC Community Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

<b> Fredericksburg Office </b> <br> 107 Amelia St. <br> Fredericksburg, VA 22401 <br> 540-604-5690 <br> allanamoore@communityfg.net <br> <br> <b> Richmond Office </b> <br> 7231 Forest Ave. Suite 300 <br> Richmond, VA 23226 <br> 804-288-1100 <br> rachaelshaw@communityfg.net <br> <br> <b> Roanoke Office </b> <br> 418 1st St. SW <br> Roanoke VA, 24011 <br> 540-342-7890 <br> korifalcon@communityfg.net is not owned or operated by AXA Advisors, LLC or its affiliates.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 0H30647 (Fines)

Arkansas Insurance License #: 7644804 (Fines)/8793447 (Hayes)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Equitable Advisors is the brand name of AXA Advisors, LLC.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Community Financial Group is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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