Wealth Planning Coordinator
Melissa is the Wealth Planning Coordinator for Zeller Kern Wealth Advisors. She coordinates clients meetings, as well as prepares reviews and financial plans. She began her career in 2007 in politics before moving to San Francisco in 2010 to work in private wealth management. She graduated with a Bachelors of Arts in Sociology from Humboldt State University in 2007, received her MBA from the University of Phoenix in 2011, and her Financial Paraplanner Qualified Professional™ designation in 2017. In her free time, Melissa enjoys spending time with her family, husband, two daughters, and their German Shepherd, Delta.