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.


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