Walnut Creek, California Office

1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

Melanie Francis

Melanie Francis

Client Relationship Manager

Walnut Creek, California

  • Melanie finds her role as a Client Relationship Manager especially rewarding as a member of a team that’s able to provide quality and dedicated service to clients. She joined EP Wealth Advisors in 2023.

  • Before EP Wealth, Melanie’s financial industry experience included global custodian banks and investment management operations.

  • Melanie established the academic background for her career while attending Pontifícia Universidade Católica – São Paulo, where she majored in Finance.

  • In her spare time, Melanie pursues her interests in the culinary arts, travel and dance.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Dividing debts in a divorce can be a...

Money is a common source of contention...

Who suffers the most financially in a...

A CDFA® is a financial planner who...