Melissa Sotudeh, CFP is the Wealth Advisor for Halpern Financial, Inc. Melissa works one on one with clients in the Metro Washington DC area, with offices in Rockville, MD and Ashburn, VA. Melissa helps clients determine short and long term goals, as she applies her knowledge and expertise to develop retirement, investment, tax management and estate planning strategies. Melissa is a member of the firm’s Investment Research Team and specializes in holistic financial advice to high net worth individuals and families.
Melissa joined Halpern Financial, Inc. as Wealth Adviser in 2013. She has spent the last several years focused on understanding the challenges individuals and their families face when it comes to planning for the future.
Melissa is a CERTIFIED FINANCIAL PLANNER™ professional with a Bachelor of Arts degree in Economics from the University of Texas at Austin and a Master of Business Administration degree from the Thunderbird School of Global Management in Phoenix, Arizona. She lives in Bethesda with her husband and children.