Melissa J. Edelman, CLU, ChSNC

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Melissa has been working in the financial services industry since 1982.  She acts as an advocate and catalyst for families with special needs members to break through long held fears of facing life care planning. 

Melissa is a graduate of the California State University at Northridge with a Bachelor of Science Degree in Business-Finance. She holds FINRA licenses 7 (general securities), 24 (registered principal), 63 (blue sky), and 65 (registered investment advisor) and a Colorado Life and Health Insurance Producers License.  She holds the Certified Long Term Care designation and has advanced her education of estate and financial planning for special needs families by completing courses from the American College in the Chartered Special Needs Consultant designation. She is the first advisor to hold this designation in Colorado. Melissa is a member of NAIFA Denver (National Assoc. of Insurance and Financial Advisors) and served as its President from 2012-2013.  She is a member of Denver Estate Planning Council and Society of Financial Services Professionals.

Melissa’s volunteer efforts include sponsorship of various special needs organizations.