Marc Melendez is a Financial Planner at Falcon Wealth Planning, where he is dedicated to helping clients create customized financial strategies designed to support their long-term goals. As a fiduciary, Marc provides objective, fee-only advice with a focus on retirement planning, tax-efficient strategies, investment management, and overall wealth preservation. His client-first approach emphasizes education, trust, and actionable solutions tailored to each individual’s education, trust, and actionable solutions tailored to each individual’s unique financial journey.
Marc earned his Bachelor of Science in Finance from the California Polytechnic University, Pomona, where he developed a strong foundation in financial analysis, economics, and strategic planning. He later pursed the CERTIFIED FINANCIAL PLANNER™ designation, underscoring his commitment to the highest standard of professionalism and ethical responsibility in the financial planning industry.
Outside of his work at Falcon Wealth Planning, Marc enjoys an active lifestyle and a wide range of hobbies. He is passionate about golf, Brazilian Jiu-Jitsu, surfing, and motorsports, and he finds balance and relaxation in the outdoors, especially hiking with his Weimaraner.
At Falcon Wealth Planning, Marc takes pride in helping individuals and families gain clarity and confidence in their financial decision so they can focus on living life to the fullest.
