Melissa Sotudeh, CFP®​

Designations ​

• CERTIFIED FINANCIAL PLANNER^® professional¹

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Work Experience ​

• Joined MAI in 2024, bringing 23 years of wealth management experience including 5 years with the SEC​
• Previously was the Managing Director & Chief Compliance Officer of Halpern Financial, Inc. ​
• Develops and implements wealth management strategies for HNW individuals, families, and companies, educating and empowering them to make informed financial decisions.​

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Life Outside of MAI ​

• Served as the Chair of the CFP Board Council on Examinations for CFP Board and was on the Council for 5 years​
• Sits on the CFP Board’s Women’s Initiative (WIN) Council​
• Lives in Bethesda, MD with her husband.​
• An avid runner and in 2017, she ran the Boston Marathon​

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Education​

• University of Texas, Austin, B.A. Economics​
• Thunderbird School of Global Management, Phoenix, AZ, MBA

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.​