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About Melinda A. Moros — Concord, California
As a Retirement Planning Specialist, Melinda Moros helps families to protect their assets and create financial security using Safe Money concepts, innovative strategies, and tax-efficient retirement solutions. Believing that everyone deserves to retire in comfort and dignity, Melinda helps her clients avoid the financial and emotional stress of Wall Street while saving money, building wealth, and reducing taxes.
Career Background
During her 35+ year career, Melinda has worked for many major life and health insurance companies and knows the industry well. Melinda spent many years in the corporate world, specializing in financial management for Information Technology, including consulting for Fortune 500 companies. She has authored and delivered technical and financial presentations for large companies and professional associations. While working in the corporate arena, she also earned a Bachelor's degree.
Transition to Financial Services
Following her corporate career, Melinda chose...
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Frequently Asked Questions About Financial Advisors in Concord, California
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.