About – Melissa Ellis, CFP®
It’s my goal to help my clients live well by helping them develop financial independence. I believe in a customized approach for financial planning and investment management. Everyone’s situation is different, and your plan should be tailored to your needs. I focus on what’s happening in your life now, while keeping an eye on your future. It’s very rewarding to know that you are helping your clients to be able to sleep better at night because they have their finances in order.
Melissa holds the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™ designations, and is a member of:
- National Association of Personal Financial Advisors (NAPFA)
- the Greater Kansas City chapter of the Financial Planning Association,
- CFP Board’s WIN Initiative, to mentor women who are interested in becoming a Certified Financial Planner™,
- Advisory Committee Member of the XY Planning Network, helping members of Generation X and Generation Y to take control of their finances,
- Board Member of The International Association of Women (IAW), bringing women together for professional success.
Melissa Ellis is a CERTIFIED FINANCIAL PLANNER™ professional, CERTIFIED DIVORCE FINANCIAL ANALYST™ and sworn fiduciary. This means Melissa upholds a fiduciary oath to always work in her client’s best interests.
Melissa earned her Bachelors degree from Park University in Parkville, MO in Business Management. She graduated with cum laude honors. She then went on to graduate school at the University of Missouri – Columbia and holds a Masters degree in Personal Financial Planning.
When Melissa is not helping clients, she enjoys traveling and has traveled to all 50 states, throughout Europe, Canada, Mexico and the Caribbean. Her next travel goal is to visit all 7 continents!
Sapphire Wealth Planning
Sapphire Wealth Planning is a fee-only comprehensive financial planning and registered investment advisory firm. We help Kansas City individuals and families take control of their financial outlook. Many of our clients were managing their finances on their own and now benefit from professional advice. A minimum level of assets is NOT required to become a client.
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Sapphire Wealth Planning LLC is a registered investment adviser located in Overland Park, KS. Sapphire Wealth Planning LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Sapphire Wealth Planning LLC's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Sapphire Wealth Planning LLC's web site on the Internet should not be construed by any consumer and/or prospective client as Sapphire Wealth Planning LLC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Sapphire Wealth Planning LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Sapphire Wealth Planning LLC, please contact the state securities regulators for those states in which Sapphire Wealth Planning LLC maintains a registration filing. A copy of Sapphire Wealth Planning LLC’s current written disclosure statement discussing Sapphire Wealth Planning LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Sapphire Wealth Planning LLC upon written request. Sapphire Wealth Planning LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Sapphire Wealth Planning LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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