Melissa Hertz

Client Service Associate
Melissa Hertz

My Story

Coming soon…

How I’m expanding what’s possible with money

Parenting my two boys has been a great joy and probably my largest, most rewarding contribution to the world. I have strived to raise empathetic, generous and financially aware young men and to instill the value that personal net worth is not the same as personal self-worth.

Outside of work, my passions include

I love the simple pleasures in life: Having coffee with my husband in the morning, spending quality time with my children, hiking in the Santa Monica mountains with my Aussie Shepherds, reading historic fiction, and authentically connecting with people.

Follow Melissa Hertz

Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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