Ervis Mellani, CFP®, ChFC®, CLU®

Co-Founder

Cleveland, Ohio, United States16 yrs 8 mos experience

AI Enabled

Key Highlights

Innovative financial tools with privacy focus
Expertise in regulatory reporting and compliance
Diverse experience in financial planning and insurance

Stackforce AI infers this person is a Fintech expert with a focus on financial planning and regulatory solutions.

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Skills

Core Skills

FintechFinancial PlanningEstate PlanningWealth Management

Other Skills

Artificial Intelligence (AI)Financial ReportingConsultingSoftware DevelopmentFinanceRegulatory ReportingLife InsuranceLong Term Care InsuranceFinancial AnalysisClient advocacyBusiness Owner PlanningPolicy ServicingLong-term CareDisability InsuranceSpecial Needs Planning

About

Make observations and build systems. Over the last year I've been building privacy focused, financial planning / analysis, regulatory reporting tools, and more. My applications are typically local-only / local-first which means users keep their data. They are inclusive through my patent pending Complexity Awareness System, and are fully translated into many other languages. If anything I'm working on peaks your interest, please do not hesitate to reach out.

Experience

16 yrs 8 mos

Total Experience

2 yrs 6 mos

Average Tenure

11 mos

Current Experience

Home office os llc

Founder

May 2025 – Present · 11 mos · Lakewood, Ohio, United States · On-site

Building the next gen financial planning, analysis, reg-tech reporting tools, and whatever else I find interesting to disrupt. Local only - local first, inclusive - internationalized apps, no AI hallucinations, just smart local heuristics systems. Domain expertise and contemporary tools make it possible.

Artificial Intelligence (AI)Financial ReportingConsultingSoftware DevelopmentFinTechFinancial Planning+2

Trusted insurance advisors

Insurance, Business, and Estate Planning Specialist

Sep 2024 – Present · 1 yr 7 mos · Cleveland, Ohio, United States · Hybrid

Trusted Insurance Advisors offers unbiased fee-based life insurance review & remediation, estate planning, business owner planning, litigation support - expert witness, existing policy servicing, long-term care & healthcare planning services.

Life InsuranceLong Term Care InsuranceEstate PlanningFinancial AnalysisClient advocacyBusiness Owner Planning+3