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Melissa Joy CFP®

Wealth Management for Generations

Center for Financial Planning Inc

Southfield

MI

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Raymond James Financial Services Advisors Inc. 1 year, 3 months Jul 2018 - Present
N/A 3 years, 2 months Aug 2016 - Present
Photography Services 3 years, 2 months Oct 2010 - Dec 2013
Center for Financial Planning Inc 20 years, 2 months Aug 1999 - Present
Center for Financial Planning 19 years Aug 1999 - Aug 2018
Raymond James Financial Services 21 years, 3 months Jul 1998 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Divorce Financial Analyst
    Designation
    Certified Divorce Financial Analyst
    Individuals holding this designation act as an advisor to one party's divorce lawyer, or as a mediator for both parties. Knowledge of tax law, asset distribution, and short and long-term financial planning are utilized to achieve an equitable settlement.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Melissa Joy

Getting Tax Advantages for Charitable Giving
Published 2014-08-08 08:45:17
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 17, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 5, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Center for Financial Planning Inc

    Last updated on April 8, 2019
      • $966.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 900
        Accounts
      • $1.1M
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Other