Melissa Taro, CFP®

Melissa joined Lumina Financial Consultants as a Financial Planner with over 12 years of personal financial planning experience. She enjoys working closely with clients to collaboratively develop and implement a comprehensive plan to help clients meet their financial goals. She works with clients on all aspects of the financial planning process including retirement planning, insurance planning, tax planning, estate planning and investment management. 

Melissa believes strongly in financial literacy and financial education. She strives to help organize and simplify clients’ financial lives and empower clients to make smart financial decisions so they can achieve their financial goals.

Melissa earned her BS degree in Apparel, Housing and Resource Management with a concentration in Family Financial Management, a CFP® Board-Registered Program, and earned a minor in Business from Virginia Tech. She is a CERTIFIED FINANCIAL PLANNER™ professional.

Melissa participates in the NexGen community and the Financial Planning Association (FPA). She also volunteers at Homestretch and Junior Achievement and has taught several financial literacy classes to help increase awareness of the importance of financial education.

When Melissa is not working with clients, she is busy with her husband and two young daughters. She currently lives in Charlotte, North Carolina. She enjoys group work out classes, yoga, tennis, traveling, reading and spending time with her family and friends.