Michele Lee Fine, RICP®, CLTC®
Founder & CEO Cornerstone Wealth Advisory LLC
Michele is the President and founder of Cornerstone Wealth Advisory, a boutique financial services company under the umbrella of Strategies for Wealth, one of the largest privately owned, independent financial services firms in the country, established in 1934 with offices in Manhattan, Westchester, and Long Island.
A graduate of New York University, Michele's extensive business and professional training, certifications and experience in finance, business development, domestic and international commerce for over eighteen years have equipped her with a knowledge and insight that makes her invaluable to her clients. Through her work with some of the finest attorneys, accountants, actuaries, economists and tax strategists in the country, Michele specializes in working with business owners, executives and professionals in their Estate and Retirement Planning, Wealth Management, Family Business & Succession Planning, Pension Design and Administration, Insurance Planning and Design, and Company Group Benefits. Michele is Securities licensed and independently insurance licensed throughout the United States. She consistently receives accolades of merit and achievement through various industry organizations and leading companies in the financial arena.
She develops long term relationships with her clients, built on her dedication, integrity and commitment to their families and businesses. She focuses on integrating all aspects of their finances efficiently and strategically, providing exceptional results and value as a trusted and respected advisor. Michele is highly involved in professional, charitable and civic organizations as well. She is a member of AALU, and NAIFA, the National Association of Insurance and Financial Advisors. Michele serves as the Director of Planned Giving for WIZO, Women's International Zionist Organization that is dedicated to taking care of women and children. She serves on the Business Leader’s Forum Executive Committee for UJA. Michele has sponsored a family in need for the ‘One Family Fund’ providing direct support, care and encouragement. She has been a member of 100 Women in Hedge Funds and served as a volunteer on the philanthropic committee. She was also recently selected to serve on the board of High Water Women, a charitable organization dedicated to the economic empowerment of women and youth. Michele is on the Executive Committee, as well as the Women’s Leadership Advisory Board for The Guardian Life Insurance Company and serves as Chairman of the Board. In 2000, Michele formed the Miracle Foundation, a foundation formed to touch, move and inspire the lives of those in need. Michele lives with her husband Randy, and their four children in Brookville, New York.