Melissa Yoshida helps Bay Area families build financial foundations that truly last, leveraging her personal experience with long-term care to provide insights most advisors don't have.

• Focus on generational wealth
• Personal long-term care experience
• Serves Bay Area families
• Works with first-time financial clients
• Collaborates with estate attorneys

Melissa helps people create solid financial foundations to ensure a safe, secure financial future, with a special focus on generational wealth and long-term care planning.

Based in San Francisco and San Mateo, Melissa serves clients throughout the Bay Area, including the East Bay.

Melissa brings personal experience with long-term care and its impact on families, providing genuine insight into how financial planning affects real people across generations. Her authentic approach makes financial planning personal and relatable.

Melissa works best with individuals and families undergoing major life transitions such as marriage, divorce, having children, or buying a home. She also partners closely with estate attorneys and professionals who serve clients new to financial planning, helping them take their first steps toward financial security.

Her go-to comfort choice isn't coffee or tea — it's cheese.