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Senior Principal
San Francisco
Client Advisory
Melissa is a Senior Principal in the North Bay office and has accumulated over 15 years of experience working with high-net-worth individuals and families. She works closely with clients on all aspects of the financial planning process including retirement planning, insurance planning, tax planning, estate planning and investment management. Melissa believes strongly in financial literacy and financial education. She strives to help organize and simplify clients’ financial lives and empower clients to make smart financial decisions so they can achieve their financial goals.
Prior to joining Cerity Partners, Melissa served as a Financial Advisor at Lumina Financial Consultants, a firm providing financial planning and wealth management services specifically focused on women and their families.
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