Melissa Yue
Partner
925.488.4008
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®)
Certified Plan Fiduciary Advisor, CPFA
University of San Francisco: MS, Financial Analysis
Santa Clara University: BS, Economics; BA, German Studies
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!