Melani List, FPQP™
Client Service Manager and Financial Paraplanner Qualified Professional™
Melani started her career with Asset Planning Inc. in March 2016. A Southern California Native and local to the area, Melani attended Golden West College before obtaining her Property and Casualty License with the California Department of Insurance in 2005. She worked as an insurance agent and regional supervisor for The Auto Club of Southern California. During her time there she diligently guided her clients through complex liability exposures to ensure that their assets were fully protected. Melani is enthusiastic in her role with Asset Planning Inc. and is dedicated to providing first class service to its clients. Melani earned her Financial Paraplanner Qualified Professional™ designation in March 2017 from the College of Financial Planning. In July 2018 Melani passed the Uniform Investment Adviser Law Exam: Series 65 to become a Registered Investment Advisor Representative. She is also a Notary Public.
Melani is an active volunteer in her children's school, sports and extra curricular activities. In her free time she enjoys watching her son's baseball games, taking her kids to the beach, traveling to new places.