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Melissa Greenwood, CFP
Vice President, Wealth Advisor
Hello, I'm Melissa. As a Certified Financial Planner™ professional with more than 15 years of experience in financial services, I've had the privilege of helping individuals and families make thoughtful financial decisions through every stage of life. I believe financial planning is about much more than investments. It's about understanding what matters most to you, simplifying complex decisions, and creating a strategy that helps you move forward with confidence.
Throughout my career, I've learned that every client's journey is unique. Whether you're preparing for retirement, navigating a major life transition, planning for the next generation, or simply looking for a trusted advisor, my goal is to provide personalized guidance and long-term partnership.
One of the most rewarding parts of my work is building lasting relationships with my clients. I enjoy getting to know the people behind the numbers, understanding their goals and values, and helping them make informed financial decisions with clarity and confidence. I look forward to partnering with you and helping you pursue the life you envision.
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My Journey
Bachelor of Science, Finance
Arizona State University
Certified Financial Planner™ Professional
Financial Advisor, USAA
Senior Wealth Advisor, Vanguard
Wealth Advisor, U.S. Bank Wealth Management
Fun Facts
I'm a proud Arizona, and my family has called Arizona home for generations.
I'm the proud mom of two adult children.
I'm passionate about helping women gain confidence and clarity in their financial lives.
I'm a devoted dog lover and share my home with four Goldendoodles.
I'm a self-proclaimed foodie who loves discovering new restaurants and local favorites.
Low cost. Tax efficient. Balanced. Long term.
Start feeling good about the way you invest.