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 and in 2022 she received her Accredited Asset Management Specialist (AAMS®) designation.
In her personal time, she is a competitive power lifter and enjoys traveling, sailing, and hanging with her cat named Penny.
Previous Experience
- Client Service Specialist at Private Ocean Wealth Management
Education & Credentials
- Financial Paraplanner Qualified Professional™ (FPQP™)
- Accredited Asset Management Specialist (AAMS®)
- 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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
