Senior Wealth Advisor
Melissa Wright, CFP® – CERTIFIED FINANCIAL PLANNER™, has been helping clients build a better financial future since 2004. Her firm belief is that individuals – and their families -deserve a deeper approach to their wealth management in order to successfully align their financial decisions with what is truly important in their lives. Her goal is to enhance the quality of her clients’ lives by coordinating, simplifying, and optimizing their financial affairs.
Melissa has extensive experience working with clients through all stages of the financial planning and wealth management process. She also believes that effective planners must develop a comprehensive strategy by examining all aspects of a client’s financial affairs including tax planning, insurance analysis, investment allocation and estate planning. In addition to her in-depth knowledge of “mainstream” financial topics, her specialized knowledge also includes navigating MediCare/Medicaid/Disability programs, an extensive knowledge of Social Security Benefit planning, and advanced applications for life insurance.
Along with holding the CFP® – CERTIFIED FINANCIAL PLANNER™ designation, Melissa earned her Business Administration Finance degree from California State University Fullerton, with an emphasis in Personal Financial Planning. She also holds the Series 7 and Series 63 securities licenses.
Melissa has been married to her wonderful husband, Tim, for over 20 years and has a 14-year old daughter, Muriel.
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