Mel O Cfp®

Mel O Cfp® Email and Phone Number

Do you want to retire with a watch or kicking A33? @
Mel O Cfp®'s Location
United States, United States
About Mel O Cfp®

I am a Rocker chick, music Lover and a CERTIFIED FINANCIAL PLANNER™ Practitioner based in Las Vegas, Nevada. I received a Bachelors degree from Evergreen University in Olympia, Washington and have worked in the financial industry for over 20 years. I hold a FINRA Series 7, and 66 Securities registrations with LPL Financial, as well as life and health insurance licenses.Oh yeah, and I am not a social media "financial professional", I am the real deal! So, let's talk and see if we like each other. I don't work with people I don't like and you shouldn't either.

Mel O Cfp®'s Current Company Details
Hot Moon Financial

Hot Moon Financial

Do you want to retire with a watch or kicking A33?
Mel O Cfp® Work Experience Details
  • Hot Moon Financial
    Mel O Certified Financial Planner™
    Hot Moon Financial Dec 2015 - Present
    Las Vegas, Nevada Area
    Customized Financial Planning, Investments and Insurance for Individuals and BusinessEntertainment Industry, Domestic Partnerships, and Investments for WomenReturned back to my blues rock phase a lot of Great White, Zepplin, and John Lang.
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Oct 2011 - Dec 2015
    Domestic Partner Planning Retirement Planning Strategies Wealth Preservation Strategies Women's Financial Strategies Investments Tax Planning StrategiesPhase of music harder rock/metal music- Iron Maiden, Metallica, Motorhead, Rage Against the Machine & Nine Inch Nails
    View
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jun 2008 - Oct 2011
    Financial Advisor and Insurance Phase of music-Classical, Frank Sinatra, Dean Martin, Sade & Mel Torme
    View
  • Wells Fargo
    Licensed Banker
    Wells Fargo Mar 2004 - Jun 2008
    Assisted bank clients with FDIC insured products as well as Non-FDIC insured products. Equity Loans/LinesDebt Management Phase of music-Top 40 and R&B
    View

Mel O Cfp® Education Details

Frequently Asked Questions about Mel O Cfp®

What company does Mel O Cfp® work for?

Mel O Cfp® works for Hot Moon Financial

What is Mel O Cfp®'s role at the current company?

Mel O Cfp®'s current role is Do you want to retire with a watch or kicking A33?.

What schools did Mel O Cfp® attend?

Mel O Cfp® attended The Evergreen State College, Tacoma Community College, Kaplan University.

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