Michael Melito, CFP®, ChFC, RICP in

Michael Melito, CFP®, ChFC, RICP

Examiner · DISC type cs
Financial Planner at Vista Wealth Solutions
📍 Wayne, Pennsylvania, United States

Michael A. Melito is a Financial Planner at Vista Wealth Solutions, associated with MassMutual. With 12 years at his firm, he specializes in creating financial strategies for individuals, small businesses, and physicians. He holds ChFC® and RICP® credentials and earned a Finance degree from Villanova University.

Outside of work, Michaels life is centered around his family. He enjoys spending time with his wife and son, whether that involves being at the shore or exploring the city of Philadelphia. He was raised and currently resides in Delaware County, PA.

He has a specialized focus on helping physicians navigate their unique and complex financial challenges.

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Experience
13 Years
Current Role
Financial Planner
Location
Wayne, Pennsylvania, United States
Personality Overview

How Michael shows up

Process Oriented
Late Adopter
Unexpressive

Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Michael cares about

Planning for Physicians
He is drawn to working with physicians, helping them manage challenges like student debt, risk management, and business planning.
Family Activities
His personal life centers around his wife and son, enjoying activities together at the shore or in Philadelphia.
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Career

Work history

5-2012
Financial Planner
Vista Wealth Solutions
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2014 - 2017
Chartered Financial Consultant
The American College of Financial Services
2008 - 2012
Bachelor's degree
Villanova University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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