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Rafael Melendez

Rafael Melendez

Financial Planning Coordinator, Advisor Resource Center

I am the team's Financial Planning Coordinator. I am a first-generation graduate of San Diego State University with a degree in Financial Services and certificate in Financial Planning. At SDSU, I was involved in the Finance & Investment Society and the Financial Planning Association.


I work 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 my free time, I enjoy working out, riding my motorcycle, taking photographs and spending time with my dog.