With over thirty years of experience in the financial services industry, Melissa Levine, CFP® has established strong relationships with her clients and has helped them achieve their financial goals while always adding a personal touch. As an Investment Adviser Representative – Melissa provides personalized financial guidance in the areas of retirement planning, wealth preservation, accumulation, college funding, investment allocation, and personal insurance. She focuses on helping clients pursue their goals through personal and goal orientated financial planning.
In 2021 Melissa joined Cetera Wealth Partners, a region name of Cetera Advisor Networks, as a result of the merger of Voya Financial Advisors to Cetera. Melissa qualified for Circle of Excellence* status from 2021-2023.
Part 2B of Melissa Levine's Form ADV: Brochure Supplement
Part 2A of Cetera Wealth Partners' Form ADV: Firm Brochure
*The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.