Melissa-Sotudeh-Cfp-R

I am committed to empowering clients with actionable financial plans because I want my clients to feel informed and confident in making life’s financial decisions. A special interest of mine is helping families plan for college funding, since I recently went through the college process with my two children.

I am passionate about fostering new talent within the financial planning industry, and I serve on the Board of Directors of the Financial Planning Association of the National Capital Area. I also serve as a subject matter expert for the Certified Financial Planner Board of Standards (CFP Board), contributing to the development of examination questions for the CFP® Certification Examination.

In my personal life, I am an avid runner and recently qualified for the Boston Marathon.