Melissa Estrada, Cfp ®, Mpacc, Bfa™

Melissa Estrada, Cfp ®, Mpacc, Bfa™ Email and Phone Number

Wealth Advisor @ Fidela Wealth
Melissa Estrada, Cfp ®, Mpacc, Bfa™'s Location
Los Angeles Metropolitan Area, United States, United States
Melissa Estrada, Cfp ®, Mpacc, Bfa™'s Contact Details

Melissa Estrada, Cfp ®, Mpacc, Bfa™ work email

Melissa Estrada, Cfp ®, Mpacc, Bfa™ personal email

n/a

Melissa Estrada, Cfp ®, Mpacc, Bfa™ phone numbers

About Melissa Estrada, Cfp ®, Mpacc, Bfa™

Experienced Wealth Management Advisor with a demonstrated history of helping individuals and families in the financial services industry. Skilled in Estate & Legacy Planning, Wealth Preservation Strategies for the Individual or Business Owner as well as Investments needs analysis to identify areas of potential risk mitigation.

Melissa Estrada, Cfp ®, Mpacc, Bfa™'s Current Company Details
Fidela Wealth

Fidela Wealth

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Wealth Advisor
Melissa Estrada, Cfp ®, Mpacc, Bfa™ Work Experience Details
  • Fidela Wealth
    Founder
    Fidela Wealth Oct 2023 - Present
    Calabasas, California, Us
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  • Avalan Wealth
    Wealth Management Advisor
    Avalan Wealth Aug 2019 - Oct 2023
    Santa Barbara, Ca, Us
    View
  • Miracle Mile Advisors
    Financial Advisor
    Miracle Mile Advisors Jan 2018 - Aug 2019
    Los Angeles, Ca, Us
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2012 - Jan 2018
    St. Louis, Mo, Us
    View
  • Travel Services
    Controller
    Travel Services 2010 - 2012
  • Dubeau Tax And Financial Services, Inc
    Senior Staff Accountant
    Dubeau Tax And Financial Services, Inc 2008 - 2010
    View
  • United States Marine Corps
    Sergeant
    United States Marine Corps 2002 - 2008
    Washington, Dc, Us
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Melissa Estrada, Cfp ®, Mpacc, Bfa™ Skills

Insurance Retirement Planning Investments Mutual Funds Iras Asset Allocation Retirement Investment Advisory Investment Strategies 401k Options Strategic Planning Saving For Education College Savings Plans 529 Plans Roth Ira 401k Financial Advisory Wealth Preservation Strategies

Melissa Estrada, Cfp ®, Mpacc, Bfa™ Education Details

  • California State University, Northridge
    California State University, Northridge
    Master'S Of Professional Accountancy
  • California State University, Northridge
    California State University, Northridge
    Finance
  • The American College Of Financial Services
    The American College Of Financial Services
    Finance And Financial Management Services

Frequently Asked Questions about Melissa Estrada, Cfp ®, Mpacc, Bfa™

What company does Melissa Estrada, Cfp ®, Mpacc, Bfa™ work for?

Melissa Estrada, Cfp ®, Mpacc, Bfa™ works for Fidela Wealth

What is Melissa Estrada, Cfp ®, Mpacc, Bfa™'s role at the current company?

Melissa Estrada, Cfp ®, Mpacc, Bfa™'s current role is Wealth Advisor.

What is Melissa Estrada, Cfp ®, Mpacc, Bfa™'s email address?

Melissa Estrada, Cfp ®, Mpacc, Bfa™'s email address is me****@****nes.com

What is Melissa Estrada, Cfp ®, Mpacc, Bfa™'s direct phone number?

Melissa Estrada, Cfp ®, Mpacc, Bfa™'s direct phone number is +131482*****

What schools did Melissa Estrada, Cfp ®, Mpacc, Bfa™ attend?

Melissa Estrada, Cfp ®, Mpacc, Bfa™ attended California State University, Northridge, California State University, Northridge, The American College Of Financial Services.

What are some of Melissa Estrada, Cfp ®, Mpacc, Bfa™'s interests?

Melissa Estrada, Cfp ®, Mpacc, Bfa™ has interest in Social Services, Children, Education, Economic Empowerment.

What skills is Melissa Estrada, Cfp ®, Mpacc, Bfa™ known for?

Melissa Estrada, Cfp ®, Mpacc, Bfa™ has skills like Insurance, Retirement Planning, Investments, Mutual Funds, Iras, Asset Allocation, Retirement, Investment Advisory, Investment Strategies, 401k Options, Strategic Planning, Saving For Education.

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