Camelback Retirement Planners - Advisors

Melissa A Myers, CFP^®, CLU
602.424.7503
877.280.2304
mmyers@camelbackrp.com

Melissa's career in financial services began in 1983 when she became a registered representative. She has worked for several well-known financial institutions such as UBS PaineWebber, Nationwide Life Insurance Co. and The Acacia Group. Her passion for financial planning includes a desire to educate clients as part of the on-going process. Melissa's aim is to help her clients pursue their financial goals and become better informed investors along the way.

In 2003, Melissa and four other long-time colleagues formed Camelback Retirement Planners in order to provide a truly independent and comprehensive approach to financial planning. The formation of Camelback Retirement Planners represents the belief of each of the firm's principals that in order to provide world class service and guidance, a financial professional should be free from the proprietary influences present at many of the larger national firms.

Melissa completed the CERTIFIED FINANCIAL PLANNER^™ professional education program in 2001. She also attained the Chartered Life Underwriter (CLU) designation in 2006. She regularly participates in continuing education programs and conferences. She is an Investment Adviser Representative with Commonwealth Financial Network, member FINRA/SIPC. She is a frequent guest on the “Business for Breakfast” radio show on KFNN and has spoken at educational forums throughout the valley. She holds a degree in Economics from the University of Colorado.

Personal
Melissa has lived in Arizona since 1989 and is an avid outdoorswoman. She enjoys hiking, mountain biking and skiing. She is active in her community and has served on the boards of a local business organization and a charitable organization. She is a licensed foster parent and enjoys the experience tremendously.

Sean O'Donnell
sodonnell@camelbackrp.com

Sean joined Melissa's team at Camelback Retirement Planners in May 2008 and handles client services and office operations as a registered assistant. Sean has diverse work experience, most recently as Director of Finance at US Airways and America West Airlines where he worked for seven years. Prior to that, Sean worked in various financial positions in the healthcare and banking industries. Sean has an MS in Finance from the University of Colorado - Denver and a BBA from Texas Christian University.

CFP^®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.

This communication is strictly intended for individuals residing in the states of
AL,AR,AZ,CA,CO,FL,GA,ID,IL,IN,KS,MO,NC,NJ,NM,NV,NY,OH,OR,PA,SC,TX,UT,VA,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and Advisory Services offered through Commonwealth Financial Network®,
Member FINRA, SIPC, a Registered Investment Adviser.
Privacy Policy
© Copyright 2004 - 2010