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. Melissa believes that planning is at the foundation of creating intergenerational wealth. She is a Certified Plan Fiduciary Advisor® professional and has a focus is in developing lasting relationships built on trust, helping her clients attain their goals by understanding their complete financial picture.
As an active contributor to the San Diego community, Melissa currently serves on the Board of the La Jolla Woman's Club. She is committed to advancing the financial intelligence of women in her personal connections. Her passion is giving back to the community that she loves through various volunteering organizations such as Feeding San Diego and San Diego Coastkeeper.
Melissa received her bachelor's degree in Economics from the University of California, San Diego. A native San Diegan, she has called La Jolla her home for more than twenty years. She has a deep connection to the ocean, believing in the preservation of our coastline through participation in green initiatives. In her free time she enjoys traveling, snowboarding, and surfing.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
