P3 Wealth Advisors

Categories

Financial Advisory Services

5700 Granite Pkwy., Ste. 360 Plano TX 75024

(469) 642-3551

Hours:

Monday - Friday 9 am - 6 pm, by appointment

Driving Directions:

Conveniently located in Granite Park off 121 and Dallas North Tollway. Virtual appointments also available.

About Us

Where Perspective Guides, Process Delivers, and Partnership Endures
We're a full-service financial advisory firm, specializing in Financial Planning for a fee. As a financial planner with 15 years of experience, I help clients navigate the complex financial landscape of their lives with clarity and confidence. I specialize in building individualized financial plans that bring goals into focus and support well-informed decisions. I understand the deep connection between people's investment and retirement choices is rooted in more than income earned and dollars saved.

Rep/Contact Info

View Personal Bio

Cynthia Michel

Plano has been my home for over a decade now. I enjoy traveling, reading, and the great outdoors. I love helping people optimize their current lifestyles and prepare for the future based on outcomes, which is a broader conversation than simply asking where you can put your money and looking at how it has been performing.

My partners and I formed P3 Wealth Advisors based on the three pillars of Perspective, Process and Partnership. We provide a Perspective that understands you, a PROCESS that works for you, and a partnership that stays with you.

We're a full-service wealth advisory firm providing fee-based financial planning. Our areas of focus include Retirement Planning, Investment Management, Estate Planning, Protection and Risk Management and Cash Flow Management.

Cynthia Michel

Financial Planner

Phone: (214) 259-2226

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P3 Wealth Advisors

Categories

About Us

Rep/Contact Info

Cynthia Michel Financial Planner

Cynthia Michel

Financial Planner