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Melissa Van Sant

Melissa Van Sant

Financial Planner

Melissa works closely with the CFO4Life financial planners assisting with developing comprehensive financial plans for clients, providing ongoing client service, and compliance administration support.

Prior to joining CFO4Life, she has 14 years of experience in the Wealth Management industry as a Senior Client Relationship Manager. She brings expertise in financial planning software in working to help clients achieve their short-term and long-term goals. Her experience and passion for helping people is a real asset to both CFO4Life and our clients. Melissa attended Texas Tech University where she received a B.S. in Personal Financial Planning.

Melissa is a native Texan, grew up in Grapevine and currently resides in Flower Mound. She has loved becoming a mom in 2018 to son, Reed, and cherishes spending time with her husband, Adam, and their Labrador Retriever, Dixie, together as a family.