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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Wong Cella is an Investment Advisor Representative at Captrust. Melissa is a licensed advisor in California. She works with individuals, families, and businesses to create customized financial plans and manage their investments. She is passionate about helping clients achieve their financial goals. Melissa has been in the financial services industry for over 10 years. Prior to joining Captrust, Melissa worked at Dignity Health, Blue Shield California, and has experience in managing rentals. Melissa holds a Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/18/2024 - Present
Captrust (Folsom CA)
IA
Issued 01/18/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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