Marc Melendez

Associate Planner

As an Associate Planner at Falcon, Marc works in multiple departments helping various teams complete tasks, solve problems, and learn the company’s software platforms. Gaining experience in each department gives him an understanding of how the company operates so he can better contribute to its growth.

Marc obtained a bachelor’s degree in Finance from California Polytechnique University. He has prior experience at a financial planning firm in the operations, tax, and planning divisions where he prepared documents for account creation and updates, money transfers, tax returns, and client meetings. His passion for financial planning has led him to study for the CFP exam which he plans to take in 2022. Passing this exam will further his progress of becoming a personal financial advisor.

On the weekends, Marc enjoys trying new food and entertainment experiences, golfing with his dad, and competing in endurance races.