Melissa Yano, CFP®, CExP®, Partners with The AmeriFlex Group®
Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Advisors with the addition of Melissa Yano, CFP®, CExP®, and her firm, Capital Wealth Planners. Melissa will be closing her existing RIA and transitioning her business under The AmeriFlex Group’s RIA. Melissa joins The AmeriFlex Group® under its RIA-Only model, further strengthening the firm’s commitment to delivering independent, fiduciary-driven financial planning.
As President of Capital Wealth Planners, Melissa brings over 19 years of experience in comprehensive financial planning. As a business owner herself, she understands the unique time and financial demands entrepreneurs face and specializes in developing tailored strategies that go beyond traditional investment management. Her expertise includes financial analysis, cash flow planning, and retirement income forecasting designed specifically for business owners and their families.
Melissa has held her CFP® designation since 2011 and is committed to delivering thoughtful, personalized financial guidance that aligns with each client’s long-term goals. Prior to founding Capital Wealth Planners, Melissa served as a highly respected Client Manager at St. Louis Trust Company, where she worked closely with multi-generational, high-net-worth families across all aspects of wealth planning.
Tom Goodson, President & CEO of The AmeriFlex Group®, commented, “Melissa’s depth of experience and her focus on delivering highly personalized, planning-driven solutions make her an excellent addition to our RIA-Only platform. Her dedication to serving business owners and multi-generational families aligns strongly with our mission to provide independent, fiduciary-based advice.”
The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). We are dedicated to empowering financial advisors through shared resources, technology, and collaboration – with a commitment to fiduciary excellence and a planner-first philosophy.