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Rafael Melendez
Designation: CFP®, CSLP®
Languages: English, Spanish
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Business Information

Rafael 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.
Business name: The Wealth Consulting Group
Email: melendez.rafa@gmail.com
Business phone: +16195466098
Focus areas: student loans, cash flow planning, retirement planning, taxes
License: CFP # 309107
Other license: student loans, cash flow planning, retirement planning, taxes

Disclaimer

Unavailable

Address

7676 Hazard Center Drive
City: San Diego
State: CA
Zipcode: 92118

Links

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