Melissa L. Levin, CFP^®

President

Melissa Levin is a Certified Financial Planner™ with numerous years of experience in the financial services field. CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including continuing education. As a fully qualified financial advisor, she helps clients focus their planning on current and future needs, and integrates their strategies with the full range of services provided through Linsco/Private Ledger (LPL).

Melissa brings additional depth to team by focusing on wealth preservation which includes creative strategies to reduce the risk of running out of money in retirement and estate planning. A plan of action is vital to ensuring wealth is preserved and maximized for current and future generations.

Included in wealth protection, Melissa will analyze your current life, health, disability and long term care policies. Is it getting too expensive? Is there a solution? Melissa’s second opinion will let you know you are where you should be, or if it is time for a change.

Melissa is a graduate of the University of California, Irvine. She majored in Mathematics with special emphasis in statistics. She holds Series 6, 7, 24, 63, and 65 securities licenses with LPL Financial, and is a licensed Life, Health, Disability, Variable Annuity and Long Term Care insurance agent (Licenses held at Linsco/Private Ledger).