Tim Melia (CFP®, MBA)

Tim Melia focuses in the
following client markets or areas of practice:

  • Generation X
  • Hourly
  • Investment Advice without Ongoing Management
  • Millennials
  • Real Estate Investments
  • Retirement Plan Investment Advice

Planning Specialties

Tim Melia offers advice-only financial planning and advice on an hourly fee basis.

Areas of focus include Financial Goal Planning, Retirement Planning, Sustainable Investing, Investment Advice, Income Tax Planning, Estate Planning, Cash Flow and Debt Management, Major Life Decision Planning, Personal Finance Education, Real Estate, and More.

Tim Melia is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the XY Planning Network, the Fee-Only Network, and the Advice-Only Network. Read more about his experience here.

NAPFA Start Date

February 24, 2023


This Office

Virtual Seattle, WA 98117