What are the various credentials for advisors?
Do you know the difference between a CFS® and a ChFC®? Do you want your advisor to be a CIC or CIMA? What does a CMT have to offer as opposed to a CLU®? Here are the nine most common financial professional designations to help you navigate the sea of professional designation acronyms.
Certified Public Accountant and Personal Financial Specialist (CPA and PFS)
Financial planning including tax, estate, retirement and insurance and some niche areas like employee benefits and elder planning
Legal aspects of life insurance and the and assisting clients in estate planning, including various wills and trust arrangements
Wealth management professionals that meet an international standard for personal certification (ISO/IEC 17024:2012) and accreditation by American National Standards Institute (ANSI)
Financial planning including insurance, income taxation, retirement planning, investments and estate planning
Mutual funds, ETF (Exchange Traded Fund), REIT (Real Estate Investment Trust)
Chartered Financial Analyst (CFA®)
Investment analysis and portfolio management
Certified Financial Planner (CFP®)
Certified Financial Planner Board of Standards, Inc.
Financial planning and competency in over 90 topics including stocks, bonds, taxes, insurance, retirement planning and estate planning
Lou Melone's Office
Lou helps clients answer two questions: 1) Do you know exactly how much money it is going to take for you to retire comfortably 2) to remain comfortably retired? As a board CERTIFIED FINANCIAL PLANNER™ professional, Lou provides...
Branden’s career in the financial industry began with Plante Moran Financial Advisors in 2016, after receiving his degree in Finance from the Eli Broad College of Business at Michigan State University. He then moved on to work...
Cindy's career in the financial industry began shortly after college when she moved to New York to work at Morgan Stanley. Her current role includes overseeing administrative functions including but not limited to: operations, client...
Client Relationship Manager
Vito works as a marketing consultant for Lou Melone's team. His activities include communicating information about financial planning and behavioral investing. He updates the website, manages social media and reviews the data and...
Jake is a sophomore studying finance at Michigan State University's Eli Broad College of Business. He plans to pursue a career as a financial planner at Melone Private Wealth after graduating.