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Melanie Guhit

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picture of a planner

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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