Melissa Gozukizil
Financial Services Professional
Melissa is a Fiduciary Financial Professional with more than 15 years of experience serving doctors, lawyers, business owners, families, and individuals. She has always had a passion for helping others, and through financial strategies and education, she is able to help her clients succeed in all aspects of life. With her extensive knowledge and experience, she has found that the best way to plan is by truly getting to know her clients—their hopes, dreams, fears, and goals for the future. She intentionally spends time with each client to curate a strategy that is in alignment with their unique goals. With this personal approach, she helps people turn their dreams and goals into reality.
As a proud resident of the Central Coast, Melissa has become a pillar in the community for financial guidance and client advocacy. She’s provided financial insight to many local business owners and families, and her practice has experienced tremendous growth through referrals alone. She believes in protecting the wholesome family values and lifestyle the Central Coast provides, and that is one of the many reasons she is so driven to help her clients create legacies that live on for generations.
Whether they want to turn their wealth into a prosperous retirement, a child’s college fund, or a new home, she’s there to listen and guide them every step of the way. No matter the question or concern, she can offer the tools and information to help clients make educated decisions for the best possible outcome.
Having been in the industry for over 13 years, Melissa has developed a tremendous amount of expertise in serving her clients, and currently has over $10 million in assets under management. She is grateful for the growth her financial practice has experienced – over 303% in the last year. She has been recognized as a member of the Million Dollar Round Table* (2021-2022), a President’s Council member in 2022, and an Executive Council member in 2013-2021**.
At the age of 16, Melissa started her first nonprofit, an organization benefiting children with cancer. Over time, she has continued to volunteer and advocate for her community and clients in various ways. She is on the board for Altrusa, has been involved with Rotary, and she has delivered food to local shelters and elderly homes, written grants to help local schools get new playground equipment, and even helped her clients’ children gain scholarships.
Chances are if you’re reading this, you’ve met Melissa through a referral of someone you know, or by the Universe’s beautifully intricate happenstance. Melissa genuinely believes that each client she meets is for an intentional purpose, not by coincidence. She’s built a legacy she’s truly proud of, and she’s excited for the opportunity to help others write theirs.
