Louis Melone, CFP®
Louis J. Melone, CFP®
As a board CERTIFIED FINANCIAL PLANNERTM professional, Lou
works to provide comprehensive financial and retirement income strategies for higher net worth families, as well as, focuses on retirement plans for closely held businesses.
Lou holds a Bachelor's Degree from Northern Michigan University and studied at the American College for his CFP® certification.
Lou was a past President for the Clarkston Area Chamber of Commerce, is a consultant for the Michigan Association of CPA's (MICPA) Financial Planning Task Force.
In addition, Lou was a monthly columnist for DBusiness Magazine and is currently a contributor to the MICPA's "The Business Edge."
Beginning in 2010 and for a Fifth Year in a row, Lou
was named in the June and July/August issues by Hour Detroit Magazine
and Dbusiness Magazine
as "Five Star Wealth Manager" in South East Michigan.
This recognition is given to the top 7% of wealth Managers in the region.
has been a featured speaker at the Michigan Association of CPA's
Mega Conferences for the past ten (10) years.
In addition, he
has provided webinars for MICPA members across the country.
The topics have ranged from Behavioral Finance, Comprehensive Financial Planning Process, and types of Qualified Plans for Small Business Owners.
has also provided financial planning/behavioral finance seminars to executive retiree groups at Fortune 500, as well as, numerous other small to mid size companies.
Lou began his career with Dean Witter which evolved into Morgan Stanley.
then moved his
practice to Smith Barney
before forming Budd, Melone & Co., LLC
with Co-Founder Joe Budd.
Joe and Lou
have worked together for the duration of their nineteen (19) year careers in the financial services industry with offices in Michigan and Tennessee.