Our Team

Elevate Everything. Wealth. Freedom. Legacy.

At Elevate Wealth Advisors, we envision a world where every individual has the knowledge and confidence to achieve financial independence and security. We strive to be the leading financial planning firm that empowers clients to make informed decisions, grow their wealth, and create lasting legacies. Through our commitment to personalized service and education, we aim to transform lives and build a financially literate and prosperous community.

At Elevate Wealth Advisors, we are guided by a set of core values that shape our approach to financial planning and client relationships:

  1. Integrity: We uphold the highest standards of honesty and transparency in all our interactions, ensuring our clients’ trust is earned and maintained.
  2. Empowerment: We are dedicated to empowering our clients with the knowledge and tools they need to achieve financial independence and security.
  3. Personalization: We believe in tailored financial strategies that reflect the unique goals, dreams, and circumstances of each client.
  4. Diversity and Inclusion: We celebrate and embrace diversity in all its forms. We are committed to creating an inclusive environment where everyone feels valued and respected, and where diverse perspectives are encouraged and integrated into our financial planning process.
  5. Education: We prioritize financial literacy and education, helping our clients understand and navigate the complexities of financial management.
  6. Community: We are deeply invested in the well-being of our community, striving to make a positive impact through our services and outreach efforts.
  7. Excellence: We are committed to excellence in everything we do, continuously seeking to improve our knowledge, skills, and services to better serve our clients.

Michele Farrell CEPA
Owner & Financial Advisor,
Elevate Wealth Advisors

Michele Farrell, CEPA, is not your typical financial advisor—she’s a heart-forward strategist with a sleeves-rolled-up approach to wealth planning. As the founder of Elevate Wealth Advisors, Michele helps successful business owners, individuals, and couples create financial plans—without the jargon, judgment, or cookie-cutter templates.

Whether she’s guiding a founder through a strategic exit or helping a couple turn their “maybe someday” retirement into a confident, actionable plan, Michele brings a rare blend of expertise, empathy, and humor to every conversation. Ask her what matters most, and she’ll say it’s her clients’ peace of mind.

Born in Hawaii to two Navy veterans and raised in Southern California, Michele blends island heart and West Coast grit. Her passion for financial literacy is deeply personal: after losing her father at age nine and watching her mother navigate financial hardship due to poor advice, Michele made it her mission to ensure no one she works with is ever left in the dark about their money.

Michele offers holistic planning tailored to each client’s unique goals, values, and relationships—including the nuances that come with being part of the LGBTQ+ community, chosen family dynamics, or building wealth later in life. As a Certified Exit Planning Advisor (CEPA), she brings specialized insight to entrepreneurs preparing to scale, sell, or step away on their own terms.

Through clarity, education, and customization, Michele empowers her clients with tax-efficient strategies to help build their nest eggs, optimize Social Security, and create legacies that reflect who they are and what matters most.

Because your money should work for you—not the other way around.

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

 

KEITH GANGL,
CFA®

Senior Portfolio Manager of Gradient Investments, LLC

TYLER ELLEGARD, CFA®

Portfolio Manager of Gradient Investments, LLC

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC.  A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.