Melissa Restivo is a Client Service Specialist based in our Seattle office.

Melissa is a consummate people person and thrives on building meaningful relationships with both her clients and her teammates at Wealthspire Advisors. She enjoys working closely with clients and making personal connections that enable her to understand their unique needs and deliver on her word. She prides herself on being reliable, organized, and truly invested in providing peace of mind to those who work with her.

She holds a bachelor’s degree in Society, Ethics, and Human Behavior and a certificate in Human Resources Management from the University of Washington. In 2020, she received her Financial Paraplanner Qualified Professional (FPQP) designation. In her personal time, she is a competitive power lifter and enjoys traveling, sailing, and hanging with her Yorkie named Gigi.

Previous Experience

  • Client Service Specialist at Private Ocean Wealth Management

Education & Credentials

  • Financial Paraplanner Qualified Professional (FPQP)
  • BA, University of Washington, Society, Ethics and Human Behavior
  • Certificate in Human Resources Management, University of Washington

 

Financial Paraplanner Qualified Professional and FPQP® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.