Through years of experience and a hands on approach we are able to offer superior knowledge and service to companies and their executives. Having a team of CFP’s allows us to take an overview of our clients’ situation and tailor the proper benefits accordingly. We have cultivated fantastic relationships with carriers throughout the country which ensures we bring the best rates and benefits to our clients. The benefit world changes rapidly and having a pro by your side protects your best interests. We make sure you are being looked after and are current on what you need to do as a company.
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Melissa Levin
Melissa is a CFP with many years of experience in the financial services field. As a fully qualified financial advisor, she helps clients focus on the current needs and plan around their future, integrating professional strategies with the full range of services each client needs.
Melissa brings additional depth with her experience in Wealth Management, including both estate planning and business succession planning. Melissa will analyze your policies for life, health, disability and long term care, and work with you to develop an action plan that ensures your wealth is preserved and maximized for current and future generations.
Melissa is a graduate from the University of California, Irvine. She graduated in 1997 with a Bachelor of Science degree in Math/Statistics.