NO MATTER WHAT MY CLIENTS ARE FACING, I AM ARMED WITH THE STRATEGIES TO GUIDE THEM THROUGH.
- -MELISSA ESTRADA-
MELISSA ESTRADA, CFP® ChFC®
Advisor I Former Marine
Melissa has over ten years of professional experience in the financial services industry, with nearly seven as a financial advisor. Melissa has built her practice by working with clients to structure long term, comprehensive, goal-based financial plans.
Melissa advises clients going through financial transitions, whether it is the sale of their business, divorce or retirement. This includes investment allocation, planning strategies, and identifying the minimal acceptable offer for a business owner to comfortably go to market. Melissa is a Certified Behavioral Financial Advisor and focuses on a plan based approach to investment management. Prior to entering the financial field, Melissa served for six years in the United States Marine Corps. During her service, she obtained the rank of Sergeant, and earned a Navy and Marine Corps Commendation medal during her nine-month deployment to Najaf, Iraq in support of Operation Iraqi Freedom.
Melissa received her Bachelor’s Degree in Finance from California State University of Northridge. She holds the professional designations of Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). Additionally, she holds a California life insurance license.