Melanie Guhit
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Here to act in your best interests
About me
I am passionate about financial empowerment and giving my clients clarity and peace of mind so that they can feel confident and informed when making decisions about the best path forward. I do that by listening. I get a deep understanding of what their needs are and what they wish to achieve. Then we work together and build a holistic and comprehensive road map tailored toward their goals. I am originally from Hawaii and in my free time I enjoy staying active and exploring the Bay Area with my two dogs, Gigi and Emma.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Education
Bachelor of Science, Business Administration - Financial Services - San Francisco State University
Visit one of our Locations
San Francisco I - Walnut Creek
2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596
San Francisco IV - San Rafael
3950 Civic Center Drive
Suite 315
San Rafael, CA 94903
Working with Us
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Certain services provided on an educational and guidance basis only.