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Melissa Levin bio
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 LPL Financial (LPL).
Melissa brings additional depth to the Romero Wealth Management Team. Melissa is the primary professional for wealth protection including estate planning and business succession 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 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 received her Certified Funds Specialist, CFS, designation from the Institute of Business and Finance where she received extensive training in mutual fund and annuity analysis. She holds Series 6, 7, 24, 63,and 65 securities licenses and is a licensed Life, Health, Disability, Variable Annuity and Long Term Care insurance agent (Licenses held at Linsco/Private Ledger).
Education & Designations
University of California,
Irvine
BS Mathematics
Spring 1997
Institute of Business and Finance
Certified Fund Specialist Designation
February 1999
Certified Financial Planner
Board of Standards
Certified Financial Planner Certificate
August 2005