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FINANCIAL PLANNING

INFORMATION CENTER

Online Seminar: Kids & Finances

Melissa Levin, CFP®, is a proud mother of three but is also a proud daughter of parents that taught her the value of money. Her experience as a financial advisor and her strong upbringing makes her an excellent candidate to advise parents on how to educate their children about finances.

Recent Posts

  • Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026
  • Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | Weekly Market Commentary | December 22, 2025
  • Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | Weekly Market Commentary | December 15, 2025
  • More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | Weekly Market Commentary | December 1, 2025
  • Corporate America Cleared a High Bar This Earnings Season | Weekly Market Commentary | November 24, 2025

Categories

  • Blog
  • Client Letter
  • Global Portfolio Strategy
  • Outlook
  • Research
  • Weekly Market Commentary

2520 N. Santiago Blvd
Orange, CA 92867

Phone: (714) 831-1515 x 123

Fax: (714) 453-4040

Email: melissa@iretireinstyle.com

CA Insurance Lic #: 0C56086

LPL Financial Form CRS

Securities and Advisory Services Offered Through LPL Financial A Registered Investment Adviser. Member FINRA / SIPC

The LPL registered representatives with Melissa Levin Insurance Services may only discuss securities or transact business with persons who are residents of AZ, CA, CO, FL, ID, IL, IN, MD, MT, NJ, NM, NV, NY, OR, RI, TX, UT, VA, WA, WY.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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