Media Guide
Financial Planning for Comprehensive Wellness
REACH OUT FOR THE EXPERTISE OF PROFESSIONALS ABOUT:
• Financial planning for comprehensive wellness
• Strategic charitable giving
• Estate planning
• Retirement planning
• The growing profession of financial advising
ABOUT PITON WEALTH:
• Offices in Kennewick, WA and Kalispell, MT
• Founded in 2002, became an independent financial planning practice in 2018
• Voted Gold Best Financial Planner in 2023 Tri-Cities Best Magazine
Michelle Clary,
CFP®, CLU®, ChFC®, RICP®, AEP®
Founder/CEO
Michelle is a CERTIFIED FINANCIAL PLANNER™ professional, chartered financial consultant, chartered life underwriter, retirement income certified professional, and accredited estate planner.
Ask Michelle about any of the above as well as:
• Estate planning & charitable giving
• Financial planning for scientists & engineers
• Excelling as a female executive
Nick Mercer,
CFP®, CFA® candidate
Wealth Advisor
Nick is a Certified CERTIFIED FINANCIAL PLANNER™ professional.
Ask Nick as a planning professional as well as:
• Investment Strategy
• Financial planning for scientists & Engineers
Aaron Ells,
CFP®
Wealth Advisor
Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst.
Ask Aaron as a planning professional as well as:
• Financial planning for those recently divorced or widowed
• Assisting federal employees with financial planning
Wheel of Wellness
Mark your level of satisfaction for each slice.
(5= most satisfied)
Social Media
We invite you to follow us on social media by clicking on the icons below.
You can also follow our hashtags: #ServeWell #PitonWealth #LiveGenerously