AP
Asset Planning, Inc
Company Employees
Melani List
Registered Investment Advisor Representative, Financial Paraplanner @Asset Planning, Inc
Verified
Melani List is a highly skilled Registered Investment Advisor Representative and Financial Paraplanner at Asset Planning, Inc. She plays a critical role in the company by providing financial planning services to clients. Her expertise includes financial analysis and retirement planning. Melani is known for her strategic approach to financial planning, ensuring clients' financial goals and objectives are met. Her dedication and proficiency in her role contribute significantly to the company's success.More...