Melissa Yue

Partner

925.488.4008

A founding member of Quorum Private Wealth, Melissa brings more than 15 years of experience to the team. As a CERTIFIED FINANCIAL PLANNER™, Melissa acts as a fiduciary to our clients, emphasizing the importance of financial organization. She focuses on understanding clients’ priorities and creates strategies customized to their individual needs. By centering on risk management, Melissa works with clients on investment strategy, estate and tax planning, retirement income and education savings. She excels at serving as a financial sounding board for clients to discuss life’s milestones and surprises. She has a special passion for environmental, social and governance investing (ESG).

Prior Work Experience

Recognition

Accreditations

Education

Personal

Prior Work Experience

Merrill Lynch Wealth Management:
Assistant Vice President, Wealth Management Advisor
UBS Financial Services:
Registered Client Service Associate

Recognition

Forbes “Best-in-State Next-Generation Wealth Advisors” 2019
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017, 2018

Accreditations

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Plan Fiduciary Advisor, CPFA

Education

University of San Francisco: MS, Financial Analysis
Santa Clara University: BS, Economics; BA, German Studies

Personal

Melissa lives in Oakland, loves to cook, road cycle, practice Vinyasa and Hatha yoga and is an avid Cuban salsa (Casino) dancer. She travels often in search of perspective and culture; some favorite spots have been Hong Kong, Oaxaca, Mexico, Joshua Tree, and Chianciano Terme in Tuscany, Italy. Portugal and Japan top the list of places she would like to visit soon, but she is always happy to hear suggestions!