Michelle Fallon, MS, CFP®, Senior Financial Planner & Fixed Income SpecialistMichelle joined the Aequitas team in January of 2010. She provides financial planning services to our clients as well as specializing in the areas of Medicare Planning, Social Security Claiming Strategies and Educational Goal Funding. Prior to Aequitas, Michelle spent twenty years at Bear, Stearns & Co., Inc. working on the Fixed Income Trading Desk finishing her career as the Municipal Bond Coordinator for the Boston Office. Michelle holds her Bachelor of Arts degree in Economics from the University of Vermont. In 2014, Michelle earned her CERTIFIED FINANCIAL PLANNING TM designation. In March of 2018, she completed her Master of Science degree in Personal Financial Planning from the College for Financial Planning. Michelle’s professional affiliations include memberships in the National Organization of Professional Financial Advisors and the Financial Planning Association of Massachusetts.