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Melinda Satterlee (CFP®)

Melinda Satterlee focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Melinda believes when women elevate their money mindset, they elevate their well-being. Melinda is the founder of Marathon Wealth Management, (MWM), a boutique financial planning and investment advisory firm specializing in helping women financially prepare for their next phase of life. Melinda started MWM sparked by conversations with her female friends who often felt judged and dismissed when talking about money. Blending her non-judgmental approach with curious discovery and sound advice, Melinda provides an encouraging environment for women to be heard and equipped to take charge of their finances. Melinda named her firm after her love of running. Running provides Melinda balance, direction, and a feeling of accomplishment and she desires these same elements for her clients. Melinda is on a mission to elevate women’s money mindset creating a world of Smart Women, Smart Money!

Additional Information

Hobbies: Running, Golf, Book club reads, Travel, Loves Maui Member of LPGA amateurs Seattle Committee Member of UCSB Gaucho PNW Fundraising Volunteer for SUMM -Seattle Universal Math Museum

NAPFA Start Date

August 28, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

7560 NE 28th Pl Medina, WA 98039-1532 Phone: (425) 890-5081
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