Home
About Us
Our Process
Resources
- Articles
- Calculators
- Flipbooks
- Newsletters
- Glossary
- Tax Library
- Videos
- Form CRS
Market Watch
Contact Us

Charles Melka, CFP®, CPA, CLTC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Sequoia Wealth Management, a registered investment advisor. Sequoia Wealth Management and CPM Financial Services are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Site Map

Check the background of this investment professional