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Melanie Whitehead, CFP®

Melanie Whitehead, CFP®

Financial Planner

Melanie is a passionate and deeply dedicated CERTIFIED FINANCIAL PLANNER TM Practitioner with over 20 years’ experience serving successful professionals, business owners and affluent families.  She specializes in the development of comprehensive financial plans designed to illustrate a clear and customized path for growing, protecting and efficiently transferring wealth to future generations.  With the best interests of her clients ever present in her mind, she is committed to excellence and endeavors to provide them with exceptional service at every level.

Through active listening and open communication, Melanie seeks to understand the personal and emotional dynamics behind her clients’ financial objectives.  Her goal is not only to provide sound financial solutions specifically tailored to their situation, but also to provide ongoing guidance and support as they take action to achieve their financial objectives.  Most importantly, she strives to empower her clients with confidence regarding their financial affairs as well as a sense of security that comes from maintaining a focused and proactive financial planning approach.

Melanie is a graduate of the Haas School of Business at the University of California, Berkeley with a Bachelor’s Degree in Business Administration. She and her husband and their two teenage children reside in the beautiful Napa Valley.  She enjoys frequently volunteering her time to support their involvement in various sports and music programs.  She is additionally committed to helping educate today’s youth in financial literacy as well as inspire and support young women in their professional growth.