David Melnyk
Retirement Plan Specialist at Asset Advisors of America
- Role
- Retirement Analyst at Destiny Wealth
- Location
- Winter Park, FL, US
- LinkedIn followers
- 500 followers
About David Melnyk
I help the most successful sales executives and online business owners in their 20s earn more money without working more hours so they can live fulfilling lives. I teach them how to build an automated system of building wealth and show them how to make the most of their resources when making life decisions like marriage and starting a family/business, acquiring/selling businesses, investing in real estate, etc. We work together to create a work-optional life by working to become financially independent. I specialize in “mega-millennials” who share the following traits:• Strong family orientation• Passionate about their work or business• Passionate about traveling and experiencing cultures• Prefer experiences over possessions• Values future while also enjoying today• Desire for life-long relationships• $200k+ annual incomeWork is done primarily virtually with the occasional in-person meeting. Together, we review their current financial picture, discover what they would like to accomplish, and then pave the way to get them there. The process includes creating: • a schedule of debt payoff (mortgage, student loan, car loan) • optimized workplace benefits• a business succession or career plan• household and business budgets• savings goals• an insurance analysis (health, life, disability)• a tax plan
Experience
Retirement Analyst
Nov 2016 — Present · Winter Park, FL, US
Education
University of Florida
Personal and Family Financial Planning Certificate, Financial Planning and Services
2012 — 2014
University of Florida
Bachelor of Science (BS), Finance, General
2012 — 2014
Eastern Florida State College
Associate of Arts (AA), Business Administration and Management, General
2010 — 2012
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