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Building lasting financial foundations with personal insight on generational wealth
New York Life
Melissa Yoshida
Introduction
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.
What They Do
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.
Location & Service Area
Based in San Francisco and San Mateo, Melissa serves clients throughout the Bay Area, including the East Bay.
What Makes Them Different
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.
Services Offered
Who They Help
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.
Know someone who says...
"I need to make sure my family is protected if something happens to me"
"We're having a baby and want to start planning for their future"
"My parents are aging and I'm worried about long-term care costs"
"I want to leave something meaningful for the next generation"
"I've never worked with a financial advisor before but think I should start"
Fun Fact
Her go-to comfort choice isn't coffee or tea — it's cheese.
Quick Facts
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Call 833-853-6789