Stephen T. Meli,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen T. Meli, CFP®

Partner

Richards, Meli & Associates

5100 W Tilghman St, Ste 211
Allentown, PA 18104
(610) 530-7222

General

Stephen Meli is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Richards, Meli & Associates in Allentown, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA,NJ,NY,CA,WA,FL,AZ
  • Health/disability insurance: PA,NJ,NY,CA,WA,FL,AZ
  • Fixed annuities: PA,NJ,NY,CA,WA,FL,AZ
  • Variable annuities: PA,NJ,NY,CA,WA,FL,AZ

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement

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Helpful Financial Planning Resources