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Melissa Indelicato

Melissa Indelicato

CFP®, CMFC®, ChFC®, CLTC®, CDFA®

Private Wealth Advisor

Indelicato & Coffey
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 26 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Family Finances

Interests

  • Spending family time with my husband & 2 small children
  • Boston Red Sox, Reading, Spending time on the Cape
  • Traveling

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020-2021
  • Working Mother Top Wealth Advisor Moms, 2020-2021
  • Five Star Wealth Manager, 2012-2019, 2021
  • Ameriprise Circle of Success, 2013-2020
  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®
  • CMFC® Chartered Mutual Fund Counselor℠
  • ChFC® Chartered Financial Consultant®
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • BS Finance - Bentley University, 2001
Newsletter

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Community participation

Melissa attending the Kyle Van Noy Valor Foundation charitable event on June 3rd, 2021.
Melissa attending the Kyle Van Noy Valor Foundation charitable event on June 3rd, 2021.
  • Kyle Van Noy Valor Foundation, Event Attendee, 2021
  • Volunteer – Greater Boston Food Bank, 2020
  • Participant: Bill’s 5K, supporting Travis Roy Foundation
  • Pie in the Sky Pie Seller, providing meals to the critically ill in Massachusetts, 2013
  • Ozzie's Kids Participant, helping upwards of 1,000 children over the holidays, 2013
  • Run for Their Lives 5K Participant, 2012
  • Sharon Timlin 5k Road Race Participant, supporting efforts to cure A.L.S., 2009-2011
  • Canton Road Race 10K Participant, 2008
  • Paddy O's Race 10K Participant, 2008
  • NSMC Cancer Walk Participant, 2006
  • Walk for Hunger Participant, 2006