Melissa Bergman, CFP®, AWMA®, APMA®, CDFA®

Melissa serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Melissa has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a financial advisor.

Melissa earned a Bachelor of Science degree in finance from Arizona State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards; a CERTIFIED DIVORCE FINANCIAL ANALYST® professional, as designated by the Institute for Divorce Financial Analysts; an Accredited Portfolio Management Advisor™ professional, as certified by the College for Financial Planning®; and an Accredited Wealth Management Advisor™ professional, as certified by the College for Financial Planning®.

In her spare time, Melissa enjoys cooking, traveling, playing pickleball and spending time with family and friends.