Melissa Cecchine

About Melissa Cecchine

Helping Small Business Owners & Women Retire When They Desire™ I’m a Financial…

Experience

1. Licensed Financial Strategist

   Five Rings Financial, Llc

   Nov 2022 — Present

   I help individuals and small business owners transform their financial future through education and tools for financial freedom. I help people consolidate their 401ks at former employers into their own account in one place; safeguard their investments and retirement against losses from the stock market; and provide a source for tax free retirement and guaranteed retirement income for life so that you know you won’t run out of money. I also provide living benefits which is insurance where you can obtain money if you become chronically ill or have unexpected medical event and cannot work which is especially important for small business owners if they get sick and can’t work. I also help small businesses create financial succession plans.

Education

• Landmark

  Leadership

  1998

• Blair Singer Training Academy

  Certificate Program, Training and Development

  2015

• Accomplishment Coaching

  Coaching Certificate, Coaching

  2015 — 2016

• FIDM

  A.A., Apparel Manufacturing Management

• Success Resources

  Certificate Programs, Training and Development

  2014 — 2017

• Penn State University

  B.S., Accounting

  1989 — 1993

• Niurka

  NLP

  2016 — 2020

Skills

• Forecasting
• Managerial Finance
• Public Relations
• Association Management
• Cpa
• Payroll
• Analysis
• Coaching
• Budgets
• Finance
• Management
• Team Building
• Gaap
• Strategic Planning
• Facilitation
• Non-Profits
• Public Speaking
• Leadership
• Financial Analysis
• Accounting
• Program Management
• Financial Statements
• Auditing
• Nonprofit Organizations
• Executive Management
• Operations Management
• Leadership Coaching
• Leadership Development
• Training
• Financial Reporting
• Management Consulting
• Account Reconciliation
• Nonprofits