Meet Michelle
Michelle R. Gruber, CFP®, CRPC™
Founder/ Managing Partner
Michelle@AlteriWealth.com
805.809.0407
Michelle Gruber, the powerhouse behind Alteri Wealth, wields over two decades of experience in the wealth management arena. Armed with a bachelor’s degree in finance from California State University Northridge, Michelle’s journey began in commercial mortgage before she found her stride at UBS Financial Services and later Merrill Lynch Wealth Management.
But Michelle’s story isn’t just about climbing the corporate ladder; it’s rooted in her upbringing. Raised by a stockbroker father, she learned the ropes of the industry from a young age.
Yet, it was her realization that many women lacked investment knowledge and the need for sustainable financial strategies that ignited her passion.
This drive has recently led Michelle to be named to the 2024 Forbes Top Women Wealth Advisors Best-In-State list.*
As one of the Founders and Managing Partners of Alteri Wealth, Michelle’s mission is clear: to empower women and couples through financial education and guidance.
With a focus in financial planning, tax minimization, and generational wealth transfer, she’s not just about outperforming the market – she’s about crafting personalized strategies to help her clients achieve their dreams.
As a Certified Financial Planner professional™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC), Michelle doesn’t just crunch numbers – she delves deep into her client’s lives to uncover their goals and challenges. Michelle is not just a financial advisor – she’s a trusted ally, providing peace of mind and guidance through life’s twists and turns.
When she’s not busy leading the charge at Alteri Wealth, you’ll find Michelle in Tarzana, where she calls home. Actively involved with Vista Del Mar Child and Family Services in Los Angeles, Michelle is not just about business – she’s about making a difference in her community.
With Michelle at the helm, Alteri Wealth isn’t just a financial firm; it’s a beacon of empowerment and support, helping clients navigate the choppy waters of finance with confidence and grace.
*About Forbes Top Women Wealth Advisors Best-In-State Rankings awarded in 2024
Forbes “Top Women Wealth Advisors Best-in-State” list, published on February 8, 2024 with rankings based on data as of September 30, 2023, was developed by SHOOK Research. Opinions provided by SHOOK® Research, LLC and are based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
