Michelle Le

Wealth Associate

925.488.4014

Michelle is a dedicated Wealth Associate at Quorum Private Wealth, bringing a strong foundation in wealth management from her internship experience and continuingĀ education. Passionate about client service, she is committed to understanding clients’ unique needs and delivering tailored solutions. In her role, Michelle assists with account management and supports the team with strategic initiatives, ensuring that clients receive timely and accurate assistance. With a focus on building lasting relationships, she strives to enhance client satisfaction at every opportunity.

Prior Work Experience

Education

Personal

Morling Financial Advisors:
Financial Planning Intern

University of California, Berkeley: BA, Economics

Michelle currently lives in Walnut Creek, where she spends her free time exercising, listening to audiobooks, and learning to play the guitar. She loves exploring new places and meeting new people on her search great food and coffee shops.

For assistance, please contact Quorum directly at 925-488-0000