LOUIS MELONE
As a CERTIFIED FINANCIAL PLANNER™ practitioner and CEPA®, Lou provides comprehensive financial planning for higher net-worth families to help grow and protect current levels of wealth, plan for retirement, as well as, designing retirement plans for closely held businesses.
He is currently the Managing Member of Melone Private Wealth, a Registered Investment Advisory Firm. Lou has served twenty-eight (28) years in the financial services industry with two offices in Michigan.
Affiliations and Memberships
- Consultant for the Michigan Association of CPA’s (MICPA) Financial Planning Task Force
Thought Leadership
- Featured speaker at the Michigan Association of CPA’s (MICPA) Conferences for the past twenty-three years on Behavioral Finance and Financial Planning.
- Lou has been interviewed by Thrive Global 1x, Authority Magazine 3x, Civic Center TV, and DBusiness Magazine’s RJ King for his ‘How to Grow Business’ podcast
- Past Columnist; DBusiness Magazine - Detroit’s Premiere Business Journal, The MICPA’s The Business Edge
- Podcast – Unpack Your Financial Baggage
Recognition
- 13-time winner of 5 Star Wealth Planner Award* as seen in Forbes/Fortune Magazine and Hour Detroit Magazine
- Author – Unpack Your Financial Baggage, How to Battle the Misconceptions of Retirement Planning
Education
- BA, Northern Michigan University
- Certified Financial Planner (CFP® Certification), American College
- Certified Exit Planning Advisor (CEPA®), Exit Planning Institute®
- Certificate - Applied Behavioral Finance, IMCA®
As a CERTIFIED FINANCIAL PLANNER™ practitioner and CEPA®, Lou provides comprehensive financial planning for higher net-worth families to help grow and protect current levels of wealth, plan for retirement, as well as, designing retirement plans for closely held businesses.
He is currently the Managing Member of Melone Private Wealth, a Registered Investment Advisory Firm. Lou has served twenty-eight (28) years in the financial services industry with two offices in Michigan.
Affiliations and Memberships
- Consultant for the Michigan Association of CPA’s (MICPA) Financial Planning Task Force
Thought Leadership
- Featured speaker at the Michigan Association of CPA’s (MICPA) Conferences for the past twenty-three years on Behavioral Finance and Financial Planning.
- Lou has been interviewed by Thrive Global 1x, Authority Magazine 3x, Civic Center TV, and DBusiness Magazine’s RJ King for his ‘How to Grow Business’ podcast
- Past Columnist; DBusiness Magazine - Detroit’s Premiere Business Journal, The MICPA’s The Business Edge
- Podcast – Unpack Your Financial Baggage
Recognition
- 13-time winner of 5 Star Wealth Planner Award* as seen in Forbes/Fortune Magazine and Hour Detroit Magazine
- Author – Unpack Your Financial Baggage, How to Battle the Misconceptions of Retirement Planning
Education
- BA, Northern Michigan University
- Certified Financial Planner (CFP® Certification), American College
- Certified Exit Planning Advisor (CEPA®), Exit Planning Institute®
- Certificate - Applied Behavioral Finance, IMCA®
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- Advisor Type: Wealth Manager
- Website:
https://www.meloneprivatewealth.com/ - Phone: 248-499-8704
- City: Auburn Hills
- State: Michigan
- Postal Code: 48326
- Country: United States
- Designations:
- Markets Served:
- Company Name: Melone Private Wealth
