Melanie Colusci

CFP®, AEP®

For over 20 years, Melanie has had the privilege of helping individuals, families, and business owners create sound financial roadmaps for their future.

With a commitment to providing trustworthy guidance, she takes a holistic approach to helping her clients organize their financial life. She helps them identify possible gaps in their financial plans and she uses key strategies to help create a solid foundation for her clients to reach their financial goals.

Her mission is to build lasting client relationships and to empower and guide each client toward making informed decisions that align with their personal financial vision. Working collaboratively with CPAs and other advisors, Melanie creates customized financial plans for her clients in Pittsburgh and beyond the region. She enjoys educating her clients on helpful strategies, topics, and products that align with their unique situations and goals.

Melanie is a proud native of Montana and has appreciated calling Pittsburgh, PA "home" since 2008. Back in Montana, she worked as a financial services professional for several years, and in 2003 she earned the CERTIFIED FINANCIAL PLANNER™* designation. In 2016, she earned the Accredited Estate Planner™ designation and is a member of the Estate Planning Council. 

She is a multi-year Five Star Wealth Manager** award winner. Five Star Professional conducts market research to define and promote professional excellence to assist consumers in selecting a service professional. She has been featured in both The Wall Street Journal and Forbes Wealth Managers Black Book magazine.

She and her husband enjoy raising their three sons (and four cats) in the North Hills of Pittsburgh. The Colusci family continues to enjoy a nature-inspired lifestyle and spends their free time camping, swimming, and playing outdoors as often as possible.

 

CA insurance license number is G29689

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. **The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 1726 Pittsburgh wealth managers were considered for the award; 453(approximately 27 percent of the award candidates) were named Five Star Wealth Managers. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

3675074JJ_Aug23

Phone 412-733-4039