Marc Melendez

Associate Planner

Marc Melendez began his career at Falcon Wealth Planning after obtaining a Bachelor’s degree in finance from California State Polytechnic University, Pomona. He started as a financial planning specialist, learning the basics of personal financial planning. While working full-time, he studied for and passed the Certified Financial Planner examination. Marc is now an associate planner, working closely with advisors to provide higher-level services to current and prospective clients. His passion for building relationships and helping individuals achieve their goals motivates him to deliver the best services and continue his career to ultimately become a financial planner.

In his free time, Marc enjoys spending time with loved ones and staying active. His biggest reward at the end of the work week is sitting down with friends and family for a nice dinner to try new foods and catch up with one another. Marc stays active year-round by golfing and surfing during the warmer seasons, and snowboarding and hiking during the cooler seasons. He values time as the most valuable resource and strives to make a positive impact on others as well as himself.