Michele Cagan

Michele Cagan

Formal First Name

Michele Cagan is a CPA, author, and financial mentor focused on helping people solidify their financial futures. With more than 20 years of experience, Cagan offers unique insights into personal financial planning—from breaking out of debt and minimizing taxes, to maximizing income and building wealth. She has written several books and dozens of articles about accounting, investing, and finance, translating complex theories and confusing jargon into everyday clear language.

Professional Experience

Academic History

Along with helping clients navigating tax laws to reap maximum refunds and reduce future tax liabilities, Cagan specializes in helping:

  • Single parent households move through financial struggles toward financial success
  • Young professionals break out of debt to build wealth
  • Older professionals secure and grow plentiful retirement funds
  • Set up the most beneficial savings plans for college, retirement, down payments, emergency funds
  • Teach people to manage their finances to their biggest advantage
  • Get small businesses on firm financial footing to strengthen their paths to profitability