Melissa H. Motz,  CFP<sup>&reg;</sup> - Financial Advisor

Melissa H. Motz, CFP®

CPA, MS

President and Wealth Advisor

Motz Wealth Management

140 Clemens Rd., Suite 102
Harleysville, PA 19438
(215) 513-6240

General

Melissa Motz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Motz Wealth Management in Harleysville, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: PA, FL, NC, MA, TN
  • Health/disability insurance: PA, MA, TN
  • Fixed annuities: PA, FL, NC, MA, TN
  • Variable annuities: PA, FL, NC, MA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Job Loss, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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