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Credentials
CFP®
Experience Industry experience
8 years
Location
Remote
Cairn Financial Planning
Independent
Total advisors
1Clients per advisor
17 TypicalAvg AUM per client
$0 Very LowHNW client ratio
0% LowA cairn in nature serves as assurance that the observer is on the right path. We will be the cairn for our clients by offering guidance, reassurance, and direction down a path to financial success.
Since 2012, Melissa has worked with individuals and families from all walks of life and her focus has been helping young professionals and families to be more financially intentional so they can live the life they want.
Built to educate and empower individuals over their finances, Cairn FP also encourages individuals to put experiences ahead of things and to reimagine the "9 to 5, work until you’re 65" concept. Life is short and some things should not have to wait until retirement. Hence, Melissa's move from Seattle to Bologna, Italy in 2024 with her husband and dog.
As a fiduciary to clients, we offer an advice-only model (no asset management). We believe in equipping individuals with the knowledge and tools to make informed decisions, fostering a sense of financial independence and confidence.
To learn more about Melissa and the financial planning process at Cairn FP, head to the website where you can also book a free intro meeting.
$2,500+
$250
Advice-Only
Texas · Washington
8 years of industry experience
Foundation Financial Planning
2023 - Present • 3 years
Seattle, WA
Cairn Financial Planning, LLC
2023 - Present • 3 years
Seattle, WA
Blue Water Wealth
2023 - 2023 • 1 year
Seattle, WA
Unemployed
2022 - 2023 • 1 year
Seattle, WA
Facet Wealth
2021 - 2022 • 1 year
Seattle, WA
Moss Adams
2018 - 2021 • 3 years
Seattle, WA
Cornerstone Advisors, Inc.
2016 - 2018 • 2 years
Bellevue, WA
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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