Factor Investing Group

Victor Melfa is a financial advisor with Factor Investing Group, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Melfa Wealth Management, Inc. dba Factor Investing Group since 2021 and previously spent over 20 years with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Outside of advisory work, he serves on the board of a family business and acts as a trustee for a family trust; he also provides general advisory support to a media company specializing in podcast production. Factor Investing Group offers wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to manage discretionary portfolios, typically emphasizing long-term strategies while accommodating shorter-term adjustments to meet client needs.

Christopher Chang is a financial advisor with Factor Investing Group in Traverse City, MI. He holds Series 63, 65, and 66 licenses and has two years of industry experience. His prior roles include positions at Melfa Wealth Management, Inc., Old Mission Investment Company, LLC, and Fifth Third Securities. Factor Investing Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to construct discretionary portfolios primarily using ETFs and mutual funds, with a focus on aligning investments with clients’ objectives and risk tolerance.

Kendra Rasner is a financial advisor at Factor Investing Group with a Series 65 designation and four years of industry experience. Her prior roles include positions at Melfa Wealth Management, Old Mission Investment Company, and Fifth Third Bank. Factor Investing Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to build and monitor portfolios tailored to clients’ objectives and risk tolerance, using a mix of ETFs, mutual funds, individual stocks, closed-end funds, and bonds.

Victor Melfa III is a financial advisor with Factor Investing Group in Wellesley, MA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at Kestra Advisory and Kentra Investment Services, Inc. since 2008. Factor Investing Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis in managing discretionary portfolios typically constructed with ETFs, mutual funds, and other securities, tailoring strategies to client objectives and risk tolerances.