Mel
Lambert
CRPC™
Here to act in your best interests
About me
For the past 20 years, I have helped people make sense of the financial world and their money. It's my passion as a financial planner to help my clients develop and achieve their life goals through sound and fiduciary advice. Outside of finance, I spend my time with family and loved ones.
Certifications
Chartered Retirement Planning Counselor™
Education
Associate of Arts, General Studies - Glendale Community College
Visit one of our Locations
Melbourne
4865 North Wickham Road
Suite 108
Melbourne, FL 32940
Orlando I - Orlando
1900 Summit Tower Boulevard
Suite 230
Orlando, FL 32810
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
