Melissa Sotudeh CFP

Wealth Adviser, Halpern Financial, Inc.

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.

Past Appearances

Your Money: June 5, 2018

Host Kent Smetters is joined by David Lewis (Founder/Principal; NAPFA-Registered Financial Advisor, Resource Advisory Services), Christine Roberts (Head of Student Lending, Citizens Bank), and Melissa Sotudeh CFP (Wealth Adviser, Halpern Financial, Inc.) on the Tuesday, June 5, 2018 edition of Your Money.Read More

Air Date: Tuesday, June 5, 2018

Your Money: June 20, 2017

Host Kent Smetters is joined by Matt Kepnes (Americal Travel Expert; New York Times bestselling author; Blogger), Michael Garry (Owner, Yardley Wealth Management, LLC), and Melissa Sotudeh CFP (Wealth Adviser, Halpern Financial, Inc.) on the Tuesday, June 20, 2017 edition of Your Money.Read More

Air Date: Tuesday, June 20, 2017

Your Money: November 29, 2016

Host Kent Smetters is joined by Brian Tracy (Author), Meredith Schneider (Founder and Principal, Schneider Wealth Management), and Melissa Sotudeh CFP (Wealth Adviser, Halpern Financial, Inc.) on the Tuesday, November 29, 2016 edition of Your Money.Read More

Air Date: Tuesday, November 29, 2016

Your Money: March 15, 2016

Host Kent Smetters is joined by Brian Tracy (Author), Meredith Schneider (Founder and Principal, Schneider Wealth Management), and Melissa Sotudeh CFP (Wealth Adviser, Halpern Financial, Inc.) on the Tuesday, March 15, 2016 edition of Your Money.Read More

Air Date: Tuesday, March 15, 2016

Your Money: June 2, 2015

Host Kent Smetters is joined by Jennifer Hammond (Host, The Reality of Real Estate on SiriusXM), James Miller CFP® (President, Woodward Financial Advisors), and Melissa Sotudeh CFP (Wealth Adviser, Halpern Financial, Inc.) on the Tuesday, June 2, 2015 edition of Your Money.Read More

Air Date: Tuesday, June 2, 2015

Your Money: December 30, 2014

Host Kent Smetters is joined by Daniel Kahneman (Professor of Psychology, Psychologist, Princeton University), Sam Fawaz CPA, CFP (President and Principal Consultant, Y.D. Financial Services), and Melissa Sotudeh CFP (Wealth Adviser, Halpern Financial, Inc.) on the Tuesday, December 30, 2014 edition of Your Money.Read More

Air Date: Tuesday, December 30, 2014

Spotlight

On Wharton Business Radio

Your Money: October 30, 2018 Episode Featured ImageYour Money: October 30, 2018

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 developRead More

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