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Aif® Melissa Marin

I help businesses oversee their retirement and financial wellness programs. 401(k), 403(b), NQDC, Pension Plans

Melissa Marin, AIF® CPFA™, is a financial professional with extensive experience in retirement planning and investment services. She is currently the Managing Director at RetirementDNA, a position she has held since October 2022.1 Prior to this, she served as the Director of Retirement Plan Services at MWM Retirement Solutions from March 2019 to October 2022.1

With over 25 years of experience in the financial services industry, Melissa specializes in employer-sponsored retirement plans.2 She holds the designations of Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor™ (CPFA™).12 Her expertise includes:

  1. Assisting employers in implementing and managing workplace retirement plans
  2. Creating documented due diligence processes
  3. Establishing retirement plans and increasing participation
  4. Providing fiduciary support and analyzing plan design
  5. Evaluating investment costs and optimizing participant outcomes

Melissa is known for her ability to simplify complex retirement planning concepts and engage employees in the retirement planning process.1 She is bilingual in Spanish and resides in Chula Vista, California, with her family.2

In addition to her professional work, Melissa has been involved in various nonprofit organizations. She served as a Board Member for Classics 4 Kids from June 2021 and for Girls Inc. of San Diego County from March 2022 to March 2023.1

Highlights

[PDF] MELISSA MARIN - SEC.gov
Apr 13 · retirementdna.com
Melissa Marin​ - Retirement DNA
Melissa Marin​ - Retirement DNA
Apr 15 · prnewswire.com
Girls Inc. of San Diego County Welcomes Cinnamon Clark, Melissa ...

Related Questions

What inspired Melissa Marin to pursue a career in retirement planning?
How does Melissa Marin's work at MWM Retirement Solutions differ from her role at RetirementDNA?
What are some unique strategies Melissa Marin uses to increase employee participation in retirement plans?
How does Melissa Marin integrate financial wellness into her retirement planning services?
What are some notable achievements of Melissa Marin in her career?
Aif® Melissa Marin
Aif® Melissa Marin, photo 1
Aif® Melissa Marin, photo 2
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Location

San Diego, California, United States