Welcome

 

Our objective is to learn every client’s needs, goals, and financial dreams. By working directly with you we can create a personalized plan that is suitable for you and your family.

Melbrod Wealth Management is an independent firm offering our clients a broad range of investment products. Melbrod Wealth Management can handle all of your investment needs.

In addition to our insurance offerings, our advisers are registered representatives of National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Through NPC, we can offer you comprehensive financial planning solutions tailored to meet your individual needs. With the help of our partners, we can be your final destination for financial services lasting beyond this generation.

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Wealth Management Approach

Creating a Plan for You At our first meeting, we’ll assess your financial health. We take a look at all of your assets, including real estate holdings, investments, and funds held... MORE

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Advisors

George W. Melbrod, Jr., CFP® Founder For over 30 years George has been involved in the planning aspect of his client’s finances. He started by doing personal tax returns with his father right here in... MORE

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News

Reticent Rich: Preferred Style in Silicon ValleyEx-Yahoo CEO Thompson Leaves F5 Networks' BoardLatest Headlines From CNBC.com and WiresNew Tech Millionaires Sell to Avoid Post-IPO Crash  MORE

NEWS

Top Business Stories from the U.S.

  1. Was the Facebook Deal Overhyped?

  2. New Tech Millionaires Sell to Avoid Post-IPO Crash

  3. Reticent Rich: Preferred Style in Silicon Valley

  4. Why Tumblr May Be the Next Tech Buzz Word

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Locations:
San Diego – 13520 Evening Creek Dr. North #130, San Diego, CA 92128

Tel: 1-855-635-2763   Fax: 1-760-471-6390

© Melbrod - All Rights Reserved.
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Securities and advisory services offered through NATIONAL PLANNING CORPORATION (NPC), Member FINRA / SIPC, a Registered Investment Adviser. Melbrod Wealth Management and NPC are separate and unrelated companies. See Welcome page for full disclosure language.