Melissa Ellis

CFP®, CDFA®, MS

Sapphire Wealth Planning LLC

Founder/President

Melissa Ellis

CFP®, CDFA®, MS

Sapphire Wealth Planning LLC

Founder/President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Melissa Ellis, CFP®, CDFA®, MS

(913) 735-0797

Fee-Only financial planner located in Overland Park, KS, serving clients in the Greater Kansas City area and across the country.

Melissa Ellis is a Fee Only Financial planner in Overland Park, KS.

After a career in the travel industry, Melissa made a career change to personal financial planning in October 2008, just in time for the bumpy ride the Market took that year. Melissa enjoys working with people and helping them achieve their financial goals.   “It’s my goal to help my clients live their best life by helping them attain financial independence.  It’s very rewarding to know that you are helping your clients sleep better at night because they have their finances in order. ”

Melissa is a Certified Financial Planner®. She earned her Bachelors degree from Park University in Parkville, MO in Business Management and graduated with cum laude honors.   She then earned her Masters of Science in Personal FInancial Planning from the University of Missouri –Columbia. Melissa is a proud member of the XY Planning Network, Greater Kansas City chapter of the Financial Planning Association, NAPFA, International Association of Women, Chamber of Commerce Leawood KS, and Women's Executive Club.

When Melissa is not working, she enjoys travelling with her husband, Doug.. Melissa has traveled to all 50 states, as well, as Europe, Canada, Mexico and the Caribbean. Her next travel goal is to visit all 7 continents.

Melissa Ellis is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Melissa Ellis is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Melissa Ellis

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Office Locations:

  • 9393 W 110th St
    Ste 500
    Overland Park, KS

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