Melissa Larson, CFP®, MSFPR, CLU®, ChFC®, RICP®
CERTIFIED FINANCIAL PLANNER® Professional
Melissa was born and raised in Washington and currently resides in Newcastle with her husband Erik, her son Jarrett and daughter Brielle. She has been a Financial Advisor with Pacific Capital Resource Group, Inc. since 1998, and has earned her Chartered Financial Consultant designation, Chartered Life Underwriter designation, and CERTIFIED FINANCIAL PLANNER™certification. Most recently, she earned her MSFPR and RICP designation. She is a University of Washington graduate and a member of the Alumni Association. When she's not working, you can find her watching her kids play sports, volunteering for their various activities, scrapbooking or reading.
Melissa provides individuals and businesses with comprehensive planning for every aspect of life, including risk management, estate planning, retirement planning, college funding, investments and business planning. She is focused on creating a trusted bond with her clients so that each client's strategy remains consistent with changing goals, objectives and circumstances. She does this by meeting with clients regularly, monitors their plans, and works with her team to provide each client with a strategy that uniquely serves their goals.
Associations & Organizations
- University of Washington Graduate
- Member of the UW Alumni Association
- UW Husky Marching Band Alumni Association
- 1998-2007 Corporation Board Treasurer for Alpha Xi Delta
- Graduate of the American College
- Women in Financial Services: Ruby Member
- Investment Adviser Representative of Osaic Wealth, Inc.
Melissa Larson's California Insurance License Number: 0C59515
Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.