Michelle Perry Higgins
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Revenge spending feels like power in the moment. Have you ever made a purchase at someone? What was it?
07/08/2026
Money Psychology Newsletter: The Emotional Side of Downsizing
Why letting go of a home often has very little to do with real estate. Read here: https://mailchi.mp/calfinad/july-newsletter
06/18/2026
Congratulations to one of our principals, Michelle Perry Higgins, CFT™, for her second recognition from AdvisorHub this year!
Michelle was named to AdvisorHub’s 1000 Advisors to Watch in 2026, a distinction that reflects her continued commitment to raising the bar for excellence and delivering exceptional guidance to clients.
AdvisorHub 1000 Advisors to Watch 2026 was awarded on 06/16/26 based on data provided from 12/31/24 to 12/31/25. The methodology used to rank applicants was based on factors including scale and quality of practice, year-over-year growth, and overall professionalism. Financial advisors, including CFA, did not pay any compensation to be considered for this ranking, participation in the ranking is free and open to all advisors. AdvisorHub requires firms to pay a licensing fee for the use of the AdvisorHub Logo in marketing materials
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12657 Alcosta Boulevard, Suite 470
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