MELANIE KOHLER
Melanie Kohler CFP®
Integrated Financial Group
CLIENT VISION
Melanie is a CERTIFIED FINANCIAL PLANNER™ practitioner with Integrated Financial Group, a consortium of independent financial planners. She offers personalized financial planning to help clients achieve their financial goals and gain peace of mind.
Passionate about simplifying the complexities of the financial world, Melanie deeply values her clients. With over 23 years in the financial services industry, her focus includes guiding business owners through exits, assisting successful professionals with retirement planning, and supporting women transitioning to single life. Her previous ownership of a group health insurance practice enriches her expertise in retirement transitions and navigating Medicare.
AREAS OF EXPERTISE
- Wealth Accumulation
- Wealth & Retirement Distribution
- Estate Planning
EDUCATION/CERTIFICATION
Melanie earned her Bachelor of Science degree in Marketing from the University of Central Florida in 1992. She obtained the Certification for Long-Term Care (CLTC) in November 2011 and was awarded the CERTIFIED FINANCIAL PLANNER™ practitioner and CFP® designations by the CFP® Board of Standards in July 2021.
OUTSIDE THE OFFICE
Happily married with children and grandchildren, Melanie cherishes time spent with family and friends. An avid athlete, she enjoys tennis, pickleball, walking, hiking, and swimming. In her leisure moments, Melanie pursues interests in oil painting and writing. Her involvement in church life and Young Life are central to her values and community engagement.
“The Consortium is a dynamic organization. The excitement and momentum is palpable. I consider it an honor to be affiliated with Integrated Financial Group.”
– Michael Cannon
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