Michaela’s career in financial planning began over a decade ago after she graduated from Boise State University. She began learning the business from the ground up, starting as an assistant at Beacon Financial Planning, Inc in 2005. With her interest in helping people meet their financial goals piqued, Michaela decided to earn her certificate in Financial Planning at Boston University in 2008 and completed her CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation the same year.
After nearly six years as a financial planner with Wellesley-based Michael A. Schreiber & Associates, where she developed a comprehensive knowledge of investing, retirement and college planning, tax evaluation, risk management, and estate planning, Michaela re-joined the family business in 2012 and relocated to Cape Cod to manage our Hyannis office. Upon announcing her transition, 100% of Michaela’s existing clients followed her to Beacon. Today Michaela is the President of Beacon Financial Planning of Cape Cod, Inc. She and her team offer fee-only planning services to over 250 households, monitoring more than $145,000,000 of assets.
Michaela is passionate about helping her clients evaluate their needs and establish sound financial solutions to help them realize their dreams. “There’s a great sense of satisfaction when clients share their confidence in the plan we have developed together, noting with their financial house in order they can focus on that which brings them most joy – their business, family, golf, or whatever it may be.”
Equally important to Michaela is connection with her community. In 2013 she joined the Board of Directors of Calmer Choice, a non-profit which addresses issues of violence, suicide and self-destructive behaviors in young people. Michaela is also an active member of the Finance Committee of WE CAN, also a non-profit, which helps Cape Cod women navigate significant life changes.
Michaela is also dedicated to shaping the future of Cape Cod as an active alumni and former Board Member of the Community Leadership Institute of Cape Cod. In 2014 Michaela was recognized by Cape and Plymouth Magazine as one of the Top 40 Professionals under the age of 40.
When she is not working with clients and engaging in volunteer activities, Michaela enjoys cooking for friends and family, cycling, and exploring the Cape’s gorgeous beaches and trails.
