Melody Suehiro, CFP®

Melody is a Principal in the Silicon Valley office. She has over 12 years of experience in financial advisory, investment management, and tax planning. Melody provides comprehensive financial planning and investment advice to high-net-worth individuals and families. She enjoys connecting and partnering with her clients to create a tailored financial plan focused on achieving their fluid financial objectives and maximizing their financial potential. She understands that wealth comes with opportunities as well as complexities; and thus, strives to bring clarity, simplicity and meaning to the client’s financial plan.

Prior to joining Cerity Partners, Melody was a senior financial advisor at Galileo Planning Group, a financial advisory firm in Menlo Park, CA. After beginning her career as a Certified Public Accountant at Devereaux, Kuhner and Company, a San Francisco based CPA firm, she made the transition to a more holistic planning role at Atherton Lane Advisers, which was later acquired by Bank of New York Mellon.