Melissa has more than 25 years of experience in the financial services industry, of which she has spent the past 15 years specializing in employer-sponsored retirement plans. Melissa is securities registered, insurance licensed, an Accredited Investment Fiduciary®, Certified Plan Fiduciary AdvisorTM She is also bilingual in Spanish.
As a Managing Director at Retirement DNA, Melissa works with our corporate and non-profit retirement clients to help provide fiduciary support, analyze plan design, and evaluate investment costs. In addition, she provides creative solutions to plan sponsors that can help optimize participant outcomes as well as educational resources for their employees.
A native San Diegan, Melissa resides in Chula Vista with her husband, Luis; their two children, Mason and Giuliana; and a dog named Parker. Melissa loves to travel and spend time with her family, and she enjoys cooking and entertaining.
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