THE HOME OF EVERYTHING THAT ROCKS

If you are looking for a modern CFP® to bring all the pieces together, you’ve found her.

Enjoyment of your money

Budgeting

Investing

Paying / Saving for Education

Travel

Philanthropy

Robo Advising

If you are looking for a modern CFP® to bring all the pieces together, you’ve found her.

  • Enjoyment of your money
  • Investing
  • Paying / Saving for Education
  • Budgeting
  • Travel
  • Philanthropy

How To Setup An Effective Budget

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ABOUT MEL O

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 free face to face consultation by clicking the “Book A Time Slot” button below.

Read BioBook A Time Slot

CERTIFIED FINANCIAL PLANNER

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.

Music Lover

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.

CERTIFIED FINANCIAL PLANNER

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.

Music Lover

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.

VIDEOS

CFP® Financial Planning

CFP® Financial Planning

SERVICES

Individual Services

I offer comprehensive, objective and tailored service to every person for every financial decision.

  • Buy-Sell Agreement
  • Business Sucession Planning
  • Investments
  • Tax Efficiency
  • Insurance planning
  • Retirement Planning

Business Services

Let me help your company design, manage and customize the appropriate investment strategy for your business.

  • Buy-Sell Agreement
  • Business Sucession Planning
  • Investments
  • Tax Efficiency
  • Insurance planning
  • Retirement Planning

Have A Question?

Have A Question?

ARTICLES

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A CFP® can bring all your financial pieces together on a foundation of trust and collaboration. 

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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.