Melissa has 23 plus years of experience in the financial services industry of which she has spent the last 13 years specializing in corporate retirement plans. Melissa is securities registered, insurance licensed and is a registered representative and investment adviser representative of Commonwealth Financial Network®.
At Manning Wealth Management, Melissa works with our corporate retirement clients to help provide fiduciary support, analyze plan design and investment costs. In addition, she provides solutions to plan sponsors that can help optimize participant outcomes and provides education resources.
Prior to joining the Manning Wealth Management team, Melissa was a VP of Strategic Relationship Management in San Diego and Hawaii for John Hancock Retirement Plan Services. In this role, she partnered with financial representatives and plan sponsors to promote plan growth and improve overall plan health. This included initiatives to increase participation and deferrals, boost awareness of basic 401(k) benefits, and assist business owners with understanding and meeting fiduciary obligations.
A native San Diegan, Melissa resides in Chula Vista with her husband, Luis, and their two children Mason, Giuliana and a dog named Parker. Melissa loves to travel, spend time with her family, enjoys cooking and entertaining.