Melanie Tanaka, CFP®

Melanie Tanaka, CFP®

Managing Director and Founding Partner

“When I was 10 years old, my parents divorced, and my mom and I went through a lot. I remember thinking then that I wanted to be independent financially; to not rely on others for financial support. Today, I’m passionate about helping others gain financial clarity and attain financial independence.”

For more than 25 years, Melanie Tanaka has used the premise of “what would I tell my mother” to inspire her work with others. Knowing she has made a difference helping people see clearly into their futures and plan for retirement is very gratifying. Focusing on retirement, income planning, lifestyle planning, inheritance and financial recovery, she has worked with clients at various stages in their lives, developing relationships based on trust, support, and ultimately, friendship.

Melanie has a B.S. Business Administration from Cal State Long Beach and has been a CERTIFIED FINANCIAL PLANNER™ since 1996. She is an active member of the Financial Planning Association, Los Angeles Chapter and a member of the National Notary Association. A retired Girl Scout Troop #2633 and a PTA member/sponsor of Long Beach Polytechnic High School, she is also a board member of Women Forward - a mentoring program sponsored by Advisor Group since 2013.

Melanie and her husband Don have lived in Long Beach since 1995.  They have raised two daughters and are now entering the empty nest stage in their lives as the youngest heads off to college.  When not at work, Melanie enjoys staying physically active through jogging, biking, hiking and yoga.  She is a novice golfer and can be found on the local golf courses most weekends.