Melanie  Pelayo
Melanie Pelayo

Financial Perspectives

Fee Only Financial Planner Located in Pleasanton, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

7011 Koll Center Parkway
Suite 210
Pleasanton, CA 94566

Melanie Pelayo is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Melanie Pelayo is a Fee Only Financial planner in Pleasanton, CA. Melanie Pelayo is a NAPFA-Registered Financial Advisor.