The Founder

Michelle A. Fait, MBA, CFP®, EA

The path that led Michelle Fait to found Satori Financial in 2001 began as an exit from her previous professional life as an investment banker and included a number of twists and turns. In the years between that previous career and today, she married, lost her father to cancer, lost a job in an economic downturn, and cared for her mother, disabled after a stroke, for nearly 10 years as she built her business.  She also divorced, the year before her mother passed away, and started life again.In fifteen years she had experienced six of the top-ten most stressful life events, but she learned more about personal financial planning than she could have in any online course or management training program.  It’s called personal financial planning for a reason: because it’s about you and your family, finances, and finding happiness no matter what life doles out, including problems money cannot solve.

Michelle is a Certified Financial Planning practitioner (CFP®) with expertise in investments and tax.  She holds an MBA in Finance from Yale University and a bachelor’s degree in Economics from U.C. Berkeley.  Michelle has more than 20 years of finance and consulting experience.  In addition to her work as an economic and litigation consultant, she has worked as an investment banker in New York and Seattle for a major broker-dealer, during which time she held Series 7 and Series 63 NASD registrations.   Immediately prior to founding Satori, she served as Treasury Manager for Starbucks Coffee Company, where she was responsible for cash and investment management and financial risk management.

Michelle is an active member of the Financial Therapy Association, Financial Planning Association, and the National Association of Personal Financial Advisors (NAPFA), serving on the NAPFA West Region Board and directing the NAPFA Study Group in Seattle for four years.  In addition to her professional associations, she is active philanthropically.  In 2010 she was asked to serve a three-year term on the University of Washington’s Estate and Gift Planning Council.  She also fosters her life-long interest in literacy through her support of the Seattle and San Francisco Public Libraries and in animal-assisted therapy through The San Francisco SPCA and Pet Partners.

She lives in San Francisco and when not at her computer, can often be found out running, buying books, volunteering at the SFSPCA, or wandering without agenda in the best city in the world.

Michelle Fait

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