Melinda A. Moros (CA#0E59115)

Melinda A. Moros Senior Account Executive
2950 Buskirk Ave Ste 300
Walnut Creek, CA 94597
Melinda A. Moros (CA#0E59115)

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.

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 in Management from St. Mary’s College of California.

Following her corporate career, Melinda chose a career in financial services so that she could help families and individuals plan for a more prosperous future….safely! She helps her clients preserve their wealth by using tax-efficient strategies to neutralize RMDs and pay less taxes in retirement.

Using tax-advantaged strategies and solutions, Melinda empowers her clients to achieve financial independence by focusing on the following areas:

  • Retirement Rescue Strategy
  • RMD Reduction Planning
  • Highly-Appreciated Assets Strategies
  • Medicare Planning
  • Social Security Maximization
  • Hybrid Long Term Care Strategy

Originally from Western New York, Melinda has made her home in the San Francisco East Bay Area for over 30 years. She currently resides in Concord along with her furry and feathered family. Melinda believes in giving back to her community, and she serves on the board of directors for Riata Ranch Rescue, a 501(c)(3) non-profit horse rescue organization which serves Northern California.

( Her passion is to play with and spoil her adopted rescue horse in the beautiful rolling hills of Briones.


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