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Melissa Moss, CFP®

Melissa Moss, CFP®


Melissa Moss, CFP® is a financial planner residing in the vibrant state of Georgia. With a passion for empowering individuals and families to pursue their financial goals, Melissa brings a wealth of expertise and a compassionate approach to her practice.

As a financial planner, Melissa developed the M3 process that helps people plan their lives and legacy while creating meaningful memories and helps allow them to live in anticipation rather than apprehension. Whether it's retirement planning, investment strategies, or wealth management, Melissa is committed to providing personalized strategies that align with her clients' aspirations and values.

Beyond her professional pursuits, Melissa finds joy in the simple pleasures of life. She shares her home with her beloved golden retriever, Riley, who brings boundless energy and companionship into her life. An avid sports enthusiast, Melissa is a devoted fan of the Atlanta Braves, cheering on her team with unwavering enthusiasm during baseball season.

Melissa is dedicated to her clients and approaches her work with genuine warmth and love for her community.