Melanie

Guhit

CFP®

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 PLANNER™

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

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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