Congratulations to Melissa Kolcz on earning the FPQP® Designation!

Congratulations to Melissa Kolcz on earning the FPQP® Designation!

We are proud to congratulate Melissa Kolcz on earning the Financial Paraplanner Qualified Professional™ (FPQP®) designation.

Since joining Beacon Financial Planning in 2019, Melissa has become an integral part of our team, where she is dedicated to making every client interaction thoughtful, seamless, and personalized. From guiding new clients through the onboarding process to coordinating account transfers, cash distributions, and ongoing service requests, Melissa consistently goes above and beyond to ensure our clients receive the exceptional care and attention they deserve.

Melissa truly is the heart of the Beacon team. Her warmth, compassion, and genuine ability to connect with our clients on a deeply personal level set the standard for how we care for one another and for every family we serve. She has an extraordinary gift for making people feel seen, heard, and valued.

What makes Melissa even more remarkable is her commitment to continuous growth. She cares deeply about our clients and is always looking for ways to better serve them, whether through professional development or simply by showing up every day with kindness, empathy, and authenticity. Earning the FPQP® designation reflects that commitment, and we couldn't be prouder of her. 

Please join us in congratulating Melissa on this well-deserved accomplishment. We are incredibly proud of her dedication to continuous learning and grateful to have her as an important part of the Beacon family. Congratulations, Melissa!