Melissa Levin, CFP®, CFS

Melissa Levin is a CERTIFIED FINANCIAL PLANNER™ Practitioner with numerous years of experience in the financial services field. CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including continuing education. As a fully qualified financial advisor, she helps clients focus their planning on current and future needs, and integrates their strategies with the full range of services provided through LPL Financial LLC.

Melissa brings additional depth to the Romero & Levin Wealth Management Team. Melissa is the primary professional for wealth protection including estate planning and business succession planning.  A plan of action is vital to ensuring wealth is preserved and maximized for current and future generations.

Included in wealth protection, Melissa will analyze your current life, health, disability and long term care policies.  Is it getting too expensive?  Is there a solution?  Melissa’s second opinion will let you know you are where you should be, or it is time for a change.

Melissa is a graduate of the University of California, Irvine. She majored in Mathematics with special emphasis in statistics. She received her Certified Funds Specialist, CFS, designation from the Institute of Business and Finance where she received extensive training in mutual fund and annuity analysis. She holds Series 6, 7, 24, 63,and 65 securities  registrations and is a licensed Life, Health, Disability, Variable Annuity and Long Term Care insurance agent (Registrations held at LPL Financial, LLC).

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Education & Designations

University of California, Irvine
BS Mathematics
Spring 1997

Institute of Business and Finance

Certified Fund Specialist Designation
February 1999

Certified Financial Planner Board of Standards
Certified Financial Planner Certificate
August 2005

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, MN, MS, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, & WA

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.