Melissa Shaw, CFP(r)
26477 Rancho Parkway South, Lake Forest, CA 92630
About the Business
Melissa Shaw, CFP(r) is a finance and insurance agency located at 26477 Rancho Parkway South, Lake Forest, California, United States. Melissa Shaw is a Risk Manager, Insurance Specialist, and Financial Counselor who can assist with tax planning, risk management, retirement, and estate planning. With a passion for helping people achieve their financial goals, Melissa offers personalized strategies and guidance to navigate the complexities of the "Money Game." Whether you need assistance with investments, insurance, or estate planning, Melissa and her team are dedicated to providing comprehensive financial solutions. Contact Melissa Shaw, CFP(r) at 800-729-6344 for expert advice and practical strategies to increase your financial literacy and reach your financial goals.
Location & Phone number
26477 Rancho Pkwy S, Lake Forest, CA 92630, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Tax Advisor
- Audit & Consulting
- 401K Consulting
- 401K Planning
- Business Owner Insurance
- Estate Planning
- Estate Strategy
- Finance Advisor
- Financial Counseling
- Financial Freedom
- Financial Planning
- Health Insurance
- Independent Contractor Benefits
- Individual Retirement Accounts
- Inheritance Planning
- Insurance Solutions
- Insurance Specialist
- Investment Options
- Investment Strategies
- Legacy Planning
- Life Insurance
- Long Term Care Insurance
- Long Term Care Planning
- Money Management
- Personal Financial Planning
- Retirement Planning
- Retirement Security
- Risk Management
- Risk Reduction
- Small Business Finance
- Small Business Planning
- Small Business Tax Planning
- Tax Optimization
- Tax Planning
- Wealth Building
- Wealth Creation
- Wealth Management
- Wealth Preservation
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