Michelle Cross, CFP^®, CPA, CDFA^®

Designations and licenses

Michelle is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Divorce Financial Analyst® and a Certified Public Accountant currently licensed in Florida and Pennsylvania.

Experience and education

Michelle provides customized wealth management solutions to help clients achieve their goals. She focuses her practice on working with people who are going through a life transition, whether that be retirement, divorce or loss of spouse. Having been a wealth advisor since 2012, Michelle was part of the Allegiant Private Advisors acquisition in 2021. Prior to 2012, she held audit roles at Deloitte & Touche as well as a large CPA firm in Delaware.

Michelle has a bachelor’s degree in accounting with a minor in management information systems from the University of Delaware.

Personal interests

Michelle lives in Lakewood Ranch with her husband, two sons and micro-mini labradoodle. Over the years, she has spent countless (but priceless!) hours watching the boys play baseball, football and basketball. Now that they are approaching college, she’s looking forward to traveling more often and becoming more creative with her cooking.

Michelle’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.