Jeff Melchior, CPA*

Licenses and Certifications

• Certified Public Accountant
• Life and health Insurance Agent
• Series 6 Investment Company Products/Variable Contracts
• Series 63 Uniform Securities Agent State Law Examination

Education

• Bachelor of Science – Kutztown University
• Graduated December 1988

Professional History

• Independence Planning Group (2004-present)
• Craig J. Schafer and Company (1995 – 2010)
• Deloitte & Touche (1988 – 1994)

Past and Present Professional Organizations and Committees

• American Institute of Certified Public Accountants
• Estate Planning Council of the Lehigh Valley
• National Association of Insurance and Financial Advisors
• Pennsylvania Institute of Certified Public Accountants

Registered Representative of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0H70781. Not practicing CPA for Guardian or its subsidiaries or affiliates.