Enjoyment of your money
Budgeting
Investing
Paying / Saving for Education
Travel
Philanthropy
Robo advising
Budgeting / Cash Flow
Insurance
Credit / Debt
Retirement
Open Month
Estate Planning
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Greetings my name is Mel O and I am a CERTIFIED FINANCIAL PLANNER™ Practitioner based in Las Vegas, Nevada. I love to work with like-minded people who prefer an approach to money management that focuses on enjoyment and pursuing your goals. If you think we might work well together, please click the “Read Bio” button and read on, or better yet, schedule a virtual face-to-face consultation by clicking the “Book A Time Slot” button below.
I don’t wear suits, but I have the credentials to help you. I specialize in Generation X and Millennials and the Arts, Entertainment and Media sectors.
I am a music lover and a self-proclaimed Rocker Chick. I am the happiest in my life when standing next to a complete stranger at a concert and singing the lyrics to the same song.
I offer comprehensive, objective and tailored service to every person for every financial decision.
Enjoyment of your money
Investments
Enjoyment of your money
Asset transfers to heirs
Insurance needs
Tax Efficiency
Budgeting
Debt repayment
Estate Planning
Let me help your company design, manage and customize the appropriate investment strategy for your business.
Business Sucession Planning Services
Investments
Tax Efficiency
Insurance planning
Retirement Planning
A CFP® can bring all your financial pieces together on a foundation of trust and collaboration.
Your Employees Have Money Questions.
I Have Answers.
Financial stress kills productivity. Give your team access to a real CFP who cuts through the BS. Flat-fee advisory for your whole company.
