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Mini scott melbrod
Taxable Wealth
San Diego, CA

Scott Melbrod

Because Taxes Matter
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Meet Scott

We believe most people don’t even understand what “Financial Planning” is. In the end, we think the real product or service we provide is “ADVICE.” Our firm specifically provides impactful and targeted financial advice to people who are in the growth/accumulation phase of their financial life. We believe that making informed investment and planning decisions now compound into financially attainable dreams later. We take pride in becoming your thinking partner…

We believe most people don’t even understand what “Financial Planning” is. In the end, we think the real product or service we provide is “ADVICE.” Our firm specifically provides impactful and targeted financial advice to people who are in the growth/accumulation phase of their financial life. We believe that making informed investment and planning decisions now compound into financially attainable dreams later. We take pride in becoming your thinking partner when it comes to your finances. Financial freedom is an attainable goal and is uniquely customizable between individuals, just like the plans and strategies we develop.


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

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

BA - Loyola Marymount University
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