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Mini scott melbrod
Accumulation Wealth Partners
San Diego, CA

Scott Melbrod

Financial Advice for the Accumulation Phase of Your Life
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Meet Scott

The cornerstone of financial planning is recognizing that everyone's situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of personal goals forms the foundation of any strong financial plan.

Your financial plan must reflect the stage of life you’re in, whether you’re purchasing a first home, financing a child’s college education or planning for…

The cornerstone of financial planning is recognizing that everyone's situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of personal goals forms the foundation of any strong financial plan.

Your financial plan must reflect the stage of life you’re in, whether you’re purchasing a first home, financing a child’s college education or planning for retirement. A custom financial plan must highlight the best suited financial products and be continually reviewed to ensure it measures up to stated aims.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments
Personal Lending
Socially Responsible Investing

Experience with

Small business owners
Entrepreneurs
Other professions

Fee structure

Flat Fee/Retainer

Memberships

FPA - Financial Planning Association

Education

BA - Loyola Marymount University
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