Melanie G Email & Phone Number | Financial advisor with over 15 years of experience in the financial services industry. I enjoy helping people achieve their short and long-term objectives through goal-setting and comprehensive financial planning.

Melanie G

Financial advisor with over 15 years of experience in the financial services industry. I enjoy helpi...
San Francisco, California, United States

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Melanie G’s Location San Francisco, California, United States

Melanie G’s Current Industry Edelman Financial Engines

Melanie G’s Prior Industry Mercer Advisors | Creative Planning | Whittier Trust | Jpmorgan Chase | Washington Mutual Bank

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Director, Financial Planning

2022-08-01 00:00:00 - Present

Wealth Advisor

2021-03-01 00:00:00 - 2022-08-01 00:00:00

Financial Planner

2017-11-01 00:00:00 - 2018-04-01 00:00:00

Officer - Client Advisory Associate & Grants Administrator

2017-01-01 00:00:00 - 2017-11-01 00:00:00

Private Client Banker

2013-05-01 00:00:00 - 2014-05-01 00:00:00

Senior Teller

2008-12-01 00:00:00 - 2009-07-01 00:00:00

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Melanie G is a Financial advisor with over 15 years of experience in the financial services industry. I enjoy helping people achieve their short and long-term objectives through goal-setting and comprehensive financial planning.

Melanie G has prior
experience in the following industries:
Mercer Advisors | Creative Planning | Whittier Trust | Jpmorgan Chase | Washington Mutual Bank

Melanie G has the following professional experience:
Edelman Financial Engines | Mercer Advisors | Creative Planning | Whittier Trust | Jpmorgan Chase | Washington Mutual Bank