Rafael Melendez is a Financial Planning Coordinator at The Wealth Consulting Group.
7676 Hazard Center Drive , San Diego, CA 619-546-6098 email@example.com
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Rafael MelendezRafael Melendez is a Financial Planning Coordinator at The Wealth Consulting Group. He is a CERTIFIED FINANCIAL PLANNER™ and first-generation graduate of San Diego State University’s Financial Services program. At SDSU, Rafael was involved in the Finance & Investment Society and the Financial Planning Association. He is engaged in volunteer speaking events at SDSU and San Diego Mesa College. Rafael works with the team to assist in developing personalized financial plans to help individuals pursue their financial goals and provides services to advisors with an emphasis on executing a dependable workflow for the financial planning process. During his free time, Rafael enjoys working out, riding his motorcycle, taking photographs and spending time with his two dogs, three cats, and hamster.
Languages: English, Spanish
- Student loans
- Comprehensive financial planning
- Budget and debt management
- Investment management
- Retirement planning
- Personal Taxes