ABOUT MELANIE

I am a retirement planner with 300 Financial Group.  I have a mission to help my clients grow and protect their assets from loss. I’m an honest and positive professional whose first priority is always meeting the specific needs of my clients. I offer a  completely complimentary needs analysis to identify where the gaps are (if any) in the client's financial picture.  Since 2016, I’ve been serving clients in Southern California and across the country.  I can meet clients in person (if local) or via Zoom at your convenience.  If you are uncertain about your financial future, let's meet so we can eliminate those doubts.