Mel Muzkiz, CFP, C.

Addison Chapter President


Plano, TX

Member since:

November 16, 2010

Please tell us what industry you are in?

Comprehensive plans and advice covering all six areas of Financial Planning.


No answer yet

Who is your ideal client and what type of a referral are you looking for?

Families with complicated financial affairs. Tax Burdened Business Owners. Career changers. Retirees wanting to maintain lifestyles. Those who: Seek a comfortable retirement. Have received an inheritance. Seek protected growth.

What type of business contacts or strategic partners would you like us to introduce you to?

401 k Plan Administrators Estate Planning Attorney

What are you looking for out of a network group?

Connections to those seeking strategies from an independent Certified Financial Planner.


A Certified Financial Planner creating solutions for families with complicated financial affairs.

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