Melissa Massino, CFP<sup>&reg;</sup> - Financial Advisor

Melissa Massino, CFP®

Vice President

Massino Financial Group, Inc.

7445 Newburg Rd, Ste 101
Rockford, IL 61108-4443
(815) 332-6700 CONNECT WITH Melissa
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General

Melissa Massino is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Massino Financial Group, Inc. in Rockford, IL and the surrounding communities.

Financial Advisor Experience

Hi, I’m Melissa Massino! I’m the Vice President of Massino Financial Group, a modern financial planning company focused on Millennial business owners. Your 30s and 40s can be the busiest years. You are taking care of everything – children, a new home, a high-growth business. You barely have time to sleep let alone do a major cleanup of your personal finances. You start questioning how to use your excess funds and a Google search no longer provides sufficient answers, because your life is personal and can be complicated. That’s where I come in! I help educate clients to make informed decisions about their personal finances. As a financial advisor, I can help with investing, tax strategies, insurance, estate planning, and explore options with funding your goals. I was fortunate enough to grow up with a financial advisor as a father. While I obtained my financial advising credentials in 2023, you may say I’ve been learning about personal finance since an early age. My previous experience at PwC helping companies improve their profitability and operations has been an excellent complement for my business owner clients. This skillset helps business owners determine where to put their excess funds, whether that be business or personal goals. I am fortunate to be a small business owner and would love to help another Millennial owner meet their financial goals! Say hello!

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: IL, WI, OH, FL, CT

Broker-Dealer Disclaimer

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice, you should consult with appropriate counsel, financial professionals or other advisors. 3571918-052024 www.massinofinancial.com
FINRA BrokerCheck

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Business Taxes, Investment Management, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Insurance, Life Planning, Stocks & Bonds, Startup, Starting a Family, Personal Taxes, Women's Finances

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