Melissa Ocean

Founder and CEO

Abundant Wealth Strategies

1140 North Town Center Drive, Ste 270
Las Vegas, NV 89144

: 702-851-5858

: Go to website

Our mission is to provide expert planning services that empower women to use their financial resources wisely, ensuring a life of abundance and fulfillment. We believe money should be a tool to enhance life, not the primary focus.

Certifications & Licenses:

CFP®, CDFA®, MAFF®

Our Practice

Abundant Wealth Strategies is an independent boutique generational wealth advisory firm. Melissa has been serving clientele since 1992 and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Abundant Wealth Strategies’ professional purpose is to provide our clients with generational wealth advise that utilizes tailored boutique services.

Services Offered and Area of Focus

Comprehensive Cash Flow Management (Spending policy)
Philanthropic Giving
Retirement Planning Vehicles
Financial Planning for high-net-worth individuals
Financial Planning for businesses and nonprofits
Estate Planning Creation
Tax Considerations

Find Us

Disclosures

Broker: PKS
Term: 4/23/2024 - 12/31/2024

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DISCLOSURE Information

The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Women’s Choice Award Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Self-completed surveys were used for qualification.