Kevan Melchiorre, CFP®
Co-Founder & Managing Partner at
Tenet Wealth Partners
Years of Experience
15 years
Member Since
2023
Allow Me to Introduce Myself
Clientele
Services Provided
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Education
University of Miami (Coral Gables)
Bachelor of Business Administration (BBA). Finance major.
Obtained in 2006
Previous Work Experience
Busey Wealth Management
Managing Director & Private Wealth Advisor
2012 - 2021
Goldman Sachs
Analyst/Associate
2008 - 2012
Protiviti
Consultant/Senior Consultant
2006 - 2008
Disclosures and Proof of License
Advisor Disclosure
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Tenet Wealth Partners is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested