Melissa Yue, Cfp® Email & Phone Number

Danville, California, United States

Melissa was named to:- Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2019(1), and- Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" List in 2017 and 2018(2)(1) Source: Forbes "Best-in-State Next-Generation Wealth Advisors" list, September 4, 2019. For more information about the selection criteria, go to http://details-he.re/8ny9H7. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.(2) Source: Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

Bachelor Of Science - Bs, Economics

Master Of Science - Ms, Financial Analysis

Bachelor Of Arts - Ba, German Studies

Certificate In Personal Financial Planning, Financial Planning And Services