Brenden Melrose (AIF®, CFP®, CIMA®)
As a Wealth Advisor with Halbert Hargrove’s San Diego office, Brenden enjoys the daily contact he has with clients. He works collaboratively with them in navigating different stages of their lives. “Through mutual understanding and commitment, we plan for their financial future,” he says. “I focus on the details necessary for successful planning without neglecting the big picture and human side of the process.”
Brenden emphasizes the relationship aspect of his role in working with clients: “We all bring our unique talents, knowledge, and perspectives to plan for a positive future. Helping clients plan successfully—and successfully navigate stressful transitions—is very rewarding.” He is also an active member of HH’s Wealth Advisory Committee.
Before joining HH in 2011, Brenden was an Asset Manager for more than four years with MKA Capital Group Advisors, LLC, an investment company specializing in real estate mezzanine financing. In this role, he managed a portfolio of projects in excess of $90 million; he was also responsible for maintaining completion timelines, and negotiating and restructuring loans.
Brenden earned a Bachelor of Arts degree in Political Science with a minor in Business Administration from the University of Southern California in 2007. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Certified Investment Management Analyst® professional.
Married to Janna, and proud dog-parent to Clover, Brenden loves spending time with his family. He is an avid hockey fan—always cheering on the Chicago Blackhawks. He also plays ice hockey in his free time.
NAPFA Start Date
January 23, 2020