About – Melissa Ellis, CFP®

Qualifications

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.

• 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™,
• Served as Advisory Committee Member of the XY Planning Network, helping members of Generation X and Generation Y to take control of their finances,
• Served as Board Member of The International Association of Women (IAW), bringing women together for professional success.
• Member of International Academy of Collaborative Professionals
• Member of Collaborative Practice of Kansas City

Personal Interests

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!