Broker Check
Melanie Tanaka, CFP®

Melanie Tanaka, CFP®

Managing Director and Founding Partner

"One of the most rewarding parts of being a financial advisor is when I hear that ljust got back
from that trip to Hawaii or European vacation that you showed me I could afford. Those kinds
of memories should be a part of your retirement too. We've spent our careers saving money
and now it's time to alter our thinking and begin to envision how to make the most of our
savings including travel, lifestyle and legacy. This is the financial planning I enjoy most."

For more than 30 years, Melanie Tanaka has used the premise of "what would I do in your
situation" to inspire her work with others. Knowing she has made a difference helping people
see clearlv 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. Melanie volunteers for sEl's women's community Board
member since 2020, helping to mentor female advisors in the industry. 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, Board Member of women Forward - a mentoring program
sponsored by Advisor Group. She is a member of the Belmont Heights United Methodist
Church and is involved in the Assistance League of Long Beach-CAMEO mentoring underserved
high school kinds in her community.

Melanie and her husband Don have lived in Long Beach since 1995. They have raised two
daughters and are now in the empty nest stage in their lives. When not at work, Melanie
enjoys staying physically active through jogging, biking, hiking and yoga. she enjoys travel, wine and gardening.