Malissa  Marshall,  CFP<sup>&reg;</sup> - Financial Advisor

Malissa Marshall, CFP®

EA

Soaring Wealth LLC

30 Spring St
Bristol, VT 05443
(802) 461-8222 CONNECT WITH Malissa
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General

Malissa Marshall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Soaring Wealth LLC in Bristol, VT and the surrounding communities.

Financial Advisor Overview

I chose the name "Soaring Wealth" because I love the image of a bird high in the sky, riding the wind, and believe that mastering your finances and harnessing them to support your dreams should similarly provide that level of confidence, perspective, and freedom.

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Financial Advisor Experience

I started this firm so that I could provide comprehensive financial planning and portfolio management services in a seamlessly-integrated manner alongside my tax preparation and consulting services. Toward that end, I specialize in helping clients who have complex tax situations – including those involving cross-border planning and complex estate planning needs, for example.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - IRS Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning, Estate Planning, Investment Management, Women's Finances

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Helpful Financial Planning Resources