• Sarah Melia, CFP®, CEP®

    Financial Advisor

Sarah supports the portfolio design, retirement income planning, and wealth transfer capabilities of the practice and also assists professional fiduciaries in the legal community with asset management.  She is proud to reflect the team’s altruistic approach: the belief that “our success is measured by the success of our clients”.

Sarah has been a financial professional since graduating from Wayne State University where she received a full academic scholarship and studied abroad in Salford, England.  She holds the Series 7, 63, and 65 securities licenses, is a licensed life and health insurance agent, Certified Estate Planner, and CERTIFIED FINANCIAL PLANNER™ designee.

She resides in Chesterfield Township with her husband Pete and two young daughters and enjoys spending quality time with friends and family while away from the office. 

Her professional memberships include Leadership Macomb and the National Institute of Certified Estate Planners.

 

Leadership Macomb

Nicep

CFP

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.