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portrait of Melissa J Robman
FINANCIAL ADVISOR

Melissa J Robman

CFP®, CRPC™
945 E Route 66, Glendora, CA 91741opens in a new window
Accepting New Clients
CallSend Me a Message

About Melissa

I grew up in rural Illinois, went to college in St. Louis and lived in Chicago for two years before deciding I was just not meant for the cold winters. I moved to California in 2003, and have never once regretted it (however, I do maintain my Midwestern values and remain an avid Cubs fan). I met my husband, Sean, in 2013, we married in 2017, and now we have a home in Altadena. While children are not in our future, we're proud parents of a little Terrier named Kona.

At a young age, I understood that money has a huge...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities
  • New Investors

Work History

  • Edward JonesJune 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Webster UniversityBachelor of Fine Arts

Personal Interests

  • Dancing
  • Traveling
  • Wine Collecting/Enthusiast
  • Personal Fitness
  • Animal Rescue

Team Members

  • Espi Rodriguez
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(626) 914-5805

Fax

(866) 745-6580

Office Address

945 E Route 66
Glendora, CA 91741opens in a new window

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