Melissa A. Kemp, CFP<sup>&reg;</sup> - Financial Advisor

Melissa A. Kemp, CFP®

AEP

President

Premium Administration, LLC

PO Box 4130
Scottsdale, AZ 85261
FINANCIAL ADVISOR'S WEBSITE
(602) 840-2900

General

Melissa Kemp is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Premium Administration, LLC in Scottsdale, AZ and the surrounding communities.

Financial Advisor Overview

I use my financial background and economic and business education, along with the CFP and AEP credentials and skills, in non-traditional ways. Both companies require that I remain exceptionally connected to information and best practices in financial planning, business succession planning, estate planning, income, gift and estate tax codes, life insurance options and alternatives, traditional and non traditional investments, and non profit law subject matters.

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Financial Advisor Experience

I became a CFP while working for a Trust Company. I left the Trust Company to pursue expertise in Development, as a planned and major giving officer for a national medical foundation. While on the road, I created Premium Administration, LLC, a 3rd party administrator for irrevocable trusts. I now also own Premium Organization, a company specializing in supporting and growing non profit organizations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CNAP, CAP

Insurance Licenses

  • Life insurance
  • Property/casualty

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Startup, Succession Planning, Special Needs

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Helpful Financial Planning Resources