Melanie Fingleton

Melanie works closely with our clients to assist with on-boarding, administrative affairs, and financial planning. She is responsible for the implementation of investment recommendations, execution of transactions, initial financial planning data entry, and overall client account maintenance. Melanie responds quickly and efficiently to client requests to ensure they receive quality personal service.

Melanie received her Bachelor of Arts from California State University (CSU), Chico in 2000. The following year she obtained her Single Subject Teaching Credential.

After eight years in education and training, Melanie began her career in financial services in 2009 by joining the Investments Department at Tri Counties Bank. She passed her series 7 and series 66 examinations in 2012 and obtained her California Insurance license in 2020.