Melissa Scenga
Advisor at Lifecycle Financial Planners Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Lifecycle Financial Planners Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bloomfield Hills, MI 48304
Credentials
CFP®
Industry experience
10 years
Melissa Scenga is a CFP® professional at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI, with 10 years of industry experience. She previously worked at Cambridge Connection, Inc. from 2009 to 2017 before joining her current firm in 2017. Lifecycle Financial Planners serves individuals, families, small businesses, trusts, estates, and charitable organizations with comprehensive financial life planning and investment advisory services on a fee-only retainer basis. The firm employs a holistic, client-centered process incorporating Functional Asset Allocation and modern portfolio theory, and offers tailored engagement structures including intergenerational and transition-focused retainers.
Based on Lifecycle Financial Planners Inc.
Based on Lifecycle Financial Planners Inc.
Fee-only: Fixed annual fees ranging from $1,850 to $200,000 depending on service type and client complexity
40950 Woodward Ave Ste 140
Bloomfield Hills, MI 48304
Florida · Louisiana · Michigan · North Carolina · Texas
Lifecycle Financial Planners Inc.
2017 - Present (9 years)
Cambridge Connection, Inc.
2009 - 2017 (8 years)
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