Melissa Kesling

Financial Planning Associate

Melissa is responsible for drafting financial plans and for research and communication related to client inquiries. She assists with financial planning presentations and with servicing retirement plan consulting clients. Melissa graduated summa cum laude with a B.A. in Business Administration from Queens University of Charlotte in 2008.

Certification

Certified Financial Planner™ Practitioner – Certified Financial Planners have (1) met rigorous experience and ethical requirements, (2) successfully completed financial planning coursework, and (3) passed the CFP Certification Examination covering the following areas:

• The financial planning process
• Risk management
• Investments
• Tax planning and management
• Retirement and employee benefits
• Estate planning

Certified financial planners must also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

Professional Memberships

Financial Planning Association