Financial Paraplanner Qualified Professional And Registered Investment Advisor Representative
Current
Mar 2016 - Present
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Melani List, Fpqp Email & Phone Number
Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative at Asset Planning, Inc.
at
Asset Planning, Inc.
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative at Asset Planning, Inc.
Location
Cypress, California, United States
Company size
Who is Melani List, Fpqp? Overview
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Quick answer
Melani List, Fpqp is listed as Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative at Asset Planning, Inc. at Asset Planning, Inc., a with 7 employees, based in Cypress, California, United States. AeroLeads shows a matched LinkedIn profile for Melani List, Fpqp.
Melani List, Fpqp previously worked as Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative at Asset Planning, Inc. and Registered Paraplanner and Office Administrator at Asset Planning, Inc.. Melani List, Fpqp holds Financial Paraplanner Qualified Professional, Foundations In Financial Planning from College For Financial Planning.
Company email context
Email format at Asset Planning, Inc.
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Asset Planning, Inc.
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Profile bio
About Melani List, Fpqp
Experienced Paraplanner with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Microsoft Word, Microsoft Office, Research, and Management. Strong administrative professional with a Financial Paraplanner Qualified Professional Designation focused in Foundations in Financial Planning from College for Financial Planning. Recently passed the Uniform Investment Advisor Law Exam: Series 65 to be come a Registered Investment Advisor Representative.
Current workplace
Melani List, Fpqp's current company
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Asset Planning, Inc.
3 roles
Melani List, Fpqp work experience
A career timeline built from the work history available for this profile.
Registered Paraplanner And Office Administrator
Current
Mar 2016 - Present
Regional Sales Supervisor, Insurance Sales Agent
Dec 2004 - Jul 2009
Team & coworkers
Colleagues at Asset Planning, Inc.
Other employees you can reach at assetplanninginc.com. View company contacts for 7 employees →
1 education record
Melani List, Fpqp education
FAQ
Frequently asked questions about Melani List, Fpqp
Quick answers generated from the profile data available on this page.
What company does Melani List, Fpqp work for?
Melani List, Fpqp works for Asset Planning, Inc..
What is Melani List, Fpqp's role at Asset Planning, Inc.?
Melani List, Fpqp is listed as Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative at Asset Planning, Inc. at Asset Planning, Inc..
Where is Melani List, Fpqp based?
Melani List, Fpqp is based in Cypress, California, United States while working with Asset Planning, Inc..
What companies has Melani List, Fpqp worked for?
Melani List, Fpqp has worked for Asset Planning, Inc. and Auto Club Of So California.
Who are Melani List, Fpqp's colleagues at Asset Planning, Inc.?
Melani List, Fpqp's colleagues at Asset Planning, Inc. include Emiko Yabuki, Tiarra Johnson Mpa,Afc®, and Erin Nelsen Cfp®.
How can I contact Melani List, Fpqp?
You can use AeroLeads to view verified contact signals for Melani List, Fpqp at Asset Planning, Inc., including work email, phone, and LinkedIn data when available.
What schools did Melani List, Fpqp attend?
Melani List, Fpqp holds Financial Paraplanner Qualified Professional, Foundations In Financial Planning from College For Financial Planning.
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