Mel

Lambert

CRPC™

picture of a planner

Here to act in your best interests

About me

For the past 20 years, I have helped people make sense of the financial world and their money. It's my passion as a financial planner to help my clients develop and achieve their life goals through sound and fiduciary advice. Outside of finance, I spend my time with family and loved ones.

Certifications

Chartered Retirement Planning Counselor™

Education

Associate of Arts, General Studies - Glendale Community College

Visit one of our Locations

Melbourne

4865 North Wickham Road

Suite 108

Melbourne, FL 32940

Orlando I - Orlando

1900 Summit Tower Boulevard

Suite 230

Orlando, FL 32810

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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