Melissa Shaw, CFP(r) - Lake Forest, California

Melissa Shaw, CFP^®, is a prominent financial planner and insurance broker based in Lake Forest, California. Her practice, located at 26477 Rancho Pkwy S, Lake Forest, CA 92630, is dedicated to providing comprehensive financial services to individuals and families seeking to secure their financial future.

About Melissa Shaw, CFP^®

With her Certified Financial Planner (CFP^®) certification, Melissa Shaw possesses the knowledge and expertise to address a wide range of financial planning needs. Her specialties include:

• Financial planning
• Insurance brokerage

In addition to her professional qualifications, Melissa Shaw's practice is committed to creating an accessible and inclusive environment. The office features:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom facilities

It is highly recommended to schedule an appointment in advance to ensure a personalized and efficient consultation with Melissa Shaw.

Contact Information

To reach Melissa Shaw, CFP^®, and her team, you can:

• Call their helpline at 800-729-6344
• Visit their website at melissashawplanner.com

Reviews and Ratings

As of now, Melissa Shaw, CFP^®, has not received any reviews on Google My Business. This lack of public feedback makes it difficult to gauge the overall client satisfaction and experience at the practice.

Final Recommendation

If you are in search of a knowledgeable and experienced financial planner and insurance broker, Melissa Shaw, CFP^®, is an excellent choice. Her commitment to accessibility and personalized service sets her apart from others in the industry. For more information or to schedule an appointment, visit her website at melissashawplanner.com or call 800-729-6344. Don't hesitate to take the first step towards securing your financial future with Melissa Shaw, CFP^®.