Melissa Yue
Partner
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.
Prior Work Experience
Recognition
Accreditations
Education
Personal
Merrill Lynch Wealth Management:
Assistant Vice President, Wealth Management Advisor
UBS Financial Services:
Registered Client Service Associate
Forbes/SHOOK "Best-in-State Wealth Advisors" 2023 Forbes/SHOOK "Top Women Wealth Advisors Best-in-State" 2023 Forbes “Best-in-State Next-Generation Wealth Advisors” 2019 Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017, 2018
CERTIFIED FINANCIAL PLANNER™ (CFP®)
University of San Francisco: MS, Financial Analysis Santa Clara University: BS, Economics; BA, German Studies
Melissa lives in Oakland, loves to cook, 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, Joshua Tree and Kyoto. Portugal tops the list of places she would like to visit soon, but she is always happy to hear suggestions!
