MEL O

So, you want to know about me, do you? Sounds great, let’s do it.

My Story

I have worked in the financial industry since I was 18 years old and I credit my lifelong dedication to a career in finances to my grandparents (Mommy & Papa) who survived the Great Depression but developed lifelong insecurities and fears about how and where to invest money. They also exposed me as a child to old school country music such as Dolly Parton, Crystal Gale and the Oakridge Boys much to my dismay. However, I will still crank up Elvira if it comes on the radio. Mommy & Papa were afraid to spend money and never really took advantage of the savings they had accrued as blue-collar workers. This hurt me deeply, to see my grandparents sitting around the house and not enjoying their retirement, sometimes not even buying the “good” cheese. I remember their struggles, so I devote time to financial education, and provide clients with as much information as needed so they can make suitable investment choices. Money is to be enjoyed. Why save throughout your lifetime, if NOT to enjoy your money? This is so important, I cannot stress it enough!

2008

My clients and I experienced firsthand the type of financial turmoil Mommy & Papa witnessed during the Great Depression with the market crash and global financial crisis. This trial by fire allowed me to be their voice of reason. I was able to guide my clients through that chaos so that they could make informed decisions for themselves and their investments.

Qualifications

I am a CERTIFIED FINANCIAL PLANNER™ Practitioner based in Las Vegas, Nevada. I have a bachelor’s degree from Evergreen University in Olympia, Washington and have worked in the financial industry for over 20 years. I hold my FINRA Series 7, and 66 Securities registrations through LPL Financial, as well as life and health insurance licenses. I am a music lover and a self-proclaimed Rocker Chick. I want you to know upfront; that I do not wear suits anymore. If you’ve been to Las Vegas, you will know a lined suit in 100 plus weather is not let’s say, great. 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 want to create that feeling of belonging for my clients. I’ll be honest with you, I have a spitfire personality and a tenacious approach to my work. I am direct, and quite frankly, a lot of fun to work with (if I do say so myself, HA! just did). And I have integrity. Oh, and I have a background in Media; so that’s kind of cool.

My Philosophy

I work hard to co-create with you an enjoyable and positive experience.  My goal is to bring you into the Hot Moon Financial tribe. I specialize in Generation X and Millennials and the Arts, Entertainment and Media sectors. Our meetings will focus on you and your needs, because not everyone listens to the same type of music, and as such no one investment is right for everyone.

I provide Full Financial Planning services such as asset transfer to heirs, educational funding, retirement planning, and insurance needs.  Whether it’s retiring early, buying that convertible, or following your favorite band around the world, I am here to help you make that happen.

Rock On.

-Mel O

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, IL, MA, NV, TN, WA.

California Insurance License 0I39165.