Melissa Baldwin, CFP® believes financial planning and investing should be understandable. She works diligently to guide clients to sound financial decisions over the course of their life so they can feel confident and secure in their finances. Melissa thrives when working on clients’ financial plans and enjoys helping clients to celebrate every time one of their goals is achieved.
Melissa first joined SHJ Wealth Advisors in 2011 as a summer intern and continued her internship each summer until she graduated Summa Cum Laude from Western New England College. She joined the SHJ team full-time in 2013 and became a shareholder in 2019. Melissa leads SHJ’s strategic planning and business development initiatives as well as cybersecurity. She is an essential member of the planning team and brings dedication, care, and passion to her work for every client.
Melissa is health-conscious and considers herself, ‘Peloton-obsessed.’ When she’s not spinning away you are likely to find her enjoying Colorado’s outdoors, traveling or baking.
Did you know…Melissa comes from a long line of doctors and dentists and is one of the few non-medical professionals in her family.
Education & Certifications
CFP®, CERTIFIED FINANCIAL PLANNER™
B.S. in Business Administration
Western New England College