Melissa Robles, FPQP™

Melissa joined Carmichael Financial, LLC in August 2021. She holds a bachelor’s degree in Business Administration with a Focus in Management from Northern Arizona University.  Melissa has successfully passed her Series 7 Exam - one of the most rigorous securities licensing exams in the industry. She has also passed her Series 66 Exam. Her Series 7 is held through LPL Financial.

In addition to her role as Paraplanner, Melissa serves as an Advisor Support Representative, taking on an expanded role in supporting Carmichael Financial. In this capacity, she assists with client-authorized transactions, such as distributions, contributions, and other important requests requiring verbal authorization-helping ensure a seamless and responsive client experience.