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Focused Finances, LLC

Inspiring Financial Confidence

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Melinda McCollister

Client Services Administrator


Melinda McCollister

Melinda McCollister is the Client Services Manager for Focused Finances, LLC.

Melinda works closely with our clients and prospective clients, handling appointment bookings, and facilitating the often complex paperwork involved with financial planning and investment management activities.

After graduating from the University of California, Davis, with a BS degree in Geology, Melinda took three years of accounting and business classes at the University of California and California State University, East Bay. She has specialized in providing bookkeeping and administrative services to small companies and community organizations. She works closely with Pat a to give integrated and comprehensive customer service to our clients. Melinda and Pat are committed to using the best technologies and systems that will help us successfully work together with our clients and provide the best possible services.

Email: melinda@focusedfinances.com

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Contact

Focused Finances, LLC

Office: 877-746-7914
Toll-Free: 877-746-7914
Fax: 510-291-8304

1300 Clay Street
Suite 600
Oakland, CA 94612

patricia@focusedfinances.com

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Disclosure

All written content on this site is for information purposes only. Opinions expressed therein are solely those of Patricia Jennerjohn, Managing Partner, Focused Finances LLC. Material presented is believed to be from reliable resources and no representations are made as to its accuracy or completeness. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Fee only financial planning and investment advisory services are offered through Focused Finances LLC, a registered investment advisory firm in the state of California.

Copyright © 2023 · Focused Finances, LLC · 1300 Clay Street, Suite 600, Oakland, CA 94612 · 877-746-7914