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.
Melissa Levine, CFP® has been featured in many media outlets including: CNBC, CNN, CNNfn, FOX, ABC, NY1, DAILY NEWS, NEW YORK TIMES, FORTUNE, HARPERS BAZAAR and MONEY MAGAZINE.
While with Voya Financial Advisors, Melissa qualified for Chairman’s Circle* status, from 2012-2020, recognized as Voya’s top honor on the basis of qualification requirements.
In 2021 Melissa joined Cetera Wealth Partners, a division of Cetera Advisor Networks as a result of the merger of Voya Financial Advisors to Cetera.
Part 2B of Melissa Levine's Form ADV: Brochure Supplement
Part 2A of Cetera Wealth Partners' Form ADV: Firm Brochure
*This recognition should not be construed as an endorsement of the advisor by any client and is not a guarantee of future investment success.