Finance: Bringing it all together and defining your financial goals.Work: Working in retirement, selling or starting a business.Giving: Volunteering, mentoring others and giving to charities.Leisure: Spending your free time in meaningful ways.Family: Taking care of your family and other people in your life.Home: Upsizing, downsizing, remodeling or buying a vacation home.Health: Managing healthcare expenses, now and in the future.So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities. I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. In her free time she enjoys traveling, snowboarding, and surfing.įocus On Individuals, Families and Small Businesses She has a deep connection to the ocean, believing in the preservation of our coastline through participation in green initiatives. A native San Diegan, she has called La Jolla her home for more than twenty years. Melissa received her bachelor's degree in Economics from the University of California, San Diego. Her passion is giving back to the community that she loves through various volunteering organizations such as Feeding San Diego and San Diego Coastkeeper.

She is committed to advancing the financial intelligence of women in her personal connections. Her focus is in developing lasting relationships built on trust, helping her clients attain their goals by understanding their complete financial picture.Īs an active contributor to the San Diego community, Melissa currently serves on the Board of the La Jolla Woman's Club. She is a CFP® certificant, a designation awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc., as well as a Certified Plan Fiduciary Advisor professional.

Melissa believes that planning is at the foundation of creating intergenerational wealth. With over a decade of experience, Melissa began her career serving the retirees of Fortune 500 companies at a local advisory firm in San Diego.

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