Michelle Cross

CFP® / CPA / CDFA® / AIF®
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™

Michelle Cross, CFP®, CPA, CDFA®, AIF®, joined Allegiant Private Advisors as a Wealth Advisor in 2019. Having worked in the financial services industry since 2002, her role at Allegiant focuses on a holistic advisory approach, guiding client families through all areas of financial planning to help define and achieve their financial goals. Michelle previously worked for Deloitte & Touche’s investment management audit group and spent several years as an audit manager at a large local CPA firm before becoming an independent financial planner. Originally from Philadelphia, PA, she received her Bachelor of Science in Accounting from the University of Delaware. Michelle holds the CERTIFIED FINANCIAL PLANNER™ certification, Accredited Investment Fiduciary® designation, is a Certified Divorce Financial Analyst® designee, and Certified Public Accountant currently licensed in Florida and Pennsylvania.

Learn More about Michelle’s Perspectives & Expertise

by Michelle Cross, CFP®, CPA, CDFA®, AIF®Wealth AdvisorAt Allegiant Private Advisors, we focus on comprehensive, fully customized wealth management. One key aspect that is relevant to all of our clients is the careful evaluation of tax implications d...
by Michelle Cross, CFP®, CPA, CDFA®, AIF®Wealth Advisor About this time last year I wrote about our concern that taxes could go up given all of the COVID-related stimulus being packed on to our already skyrocketing federal debt. At the time, $2 ...
Developed by economist Richard H. Thaler, mental accounting is a concept in the field of behavioral economics first introduced in Thaler's 1999 paper "Mental Accounting Matters," which appeared in the Journal of Behavioral Decision Making. The philos...
Nothing can prepare us for the loss of the one we love most. If you have lost your spouse, please know that Allegiant Private Advisors is prepared to help you navigate the difficult days ahead and a path forward.  Marriage is a commitment to a l...
by Michelle Cross, CFP®, CPA, CDFA®, AIF®Allegiant Wealth Advisor  Balancing multiple short and long-term financial goals can be overwhelming, especially when it's not something that you're particularly interested in. There always seems to be so...
by Michelle Cross, CFP®, CPA, CDFA®, AIF®Wealth Advisor Unless you've been completely out of communication with the world for the last two months, you've heard about all of the financial support our government is pumping into the economy to keep it f...

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

Email Updates

Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser

© 2021 Allegiant Private Advisors. All rights reserved. | Website Privacy Policy | ADV | CRS