Melissa Shaw, CFP(r) - Lake Forest, California

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Profile of Melissa Shaw, CFP(r)

Melissa Shaw, certified Financial Planner (r) with the designation CFP(r), operates her distinguished financial planning and insurance brokerage services from a conveniently located office in Lake Forest, California. Her professional identity is encapsulated in her firm, Melissa Shaw Planner, which is proudly women-owned and committed to accessibility and inclusivity. The office is equipped with features such as wheelchair-accessible parking, entrance, and restrooms, ensuring a comfortable experience for all clients, including those with mobility needs.

For those seeking personalized financial guidance or insurance solutions, Melissa Shaw's expertise is unparalleled. Based at 26477 Rancho Pkwy S, Lake Forest, CA 92630, her practice is easily reachable via phone at 800-729-6344. The office's commitment to service is further demonstrated by the recommendation to schedule appointments in advance, showcasing respect for their clients' time. Although the company hasn't received reviews on Google My Business yet, the website melissashawplanner.com provides a platform for potential clients to learn more about her services and specialties.

Melissa Shaw's areas of expertise include financial planning and insurance broking, which are crucial for individuals aiming to secure their financial future. Her credentials as a Certified Financial Planner (CFP) underscore her commitment to professional standards in financial planning, ensuring that her advice is both comprehensive and tailored to individual needs. The absence of Google reviews might suggest that the business is relatively new or that client feedback hasn't been publicly shared yet, but the online presence through her website and the accessible office location are strong indicators of her dedication to her clients.

For prospective clients, here are some key points to consider when evaluating Melissa Shaw and her services:

• Specialties: Financial planning and insurance broking, offering a holistic approach to managing financial health.
• Accessibility: The office is fully wheelchair accessible, including parking, entrance, and facilities.
• Appointments: It's advisable to schedule appointments in advance to ensure timely service.
• Contact Information: For inquiries or to schedule an appointment, clients can reach out using the provided phone number.
• Website: Visit melissashawplanner.com for more detailed information about her services and to learn more about her women-owned business.

Despite the lack of Google reviews, Melissa Shaw's approach to business, marked by her commitment to accessibility and her professional certifications, positions her as a reliable choice for financial planning and insurance needs. Individuals looking to secure their financial future can find reassurance in her detailed planning services and the ease of accessing her office. However, potential clients might want to consider reaching out directly or checking for any updates on review platforms as her business grows and gains more client feedback.

In summary, Melissa Shaw offers a blend of expert financial planning and insurance brokerage services from an accessible, women-owned office. Her professional background and the inclusive nature of her business make her a potential valuable resource for anyone seeking to plan their financial future with confidence. Though the online presence is minimal, her commitment to accessibility and her certified status are strong selling points. Prospective clients are encouraged to get in touch directly for personalized service and to learn more about how she can assist them in achieving their financial goals.",
"summary": "Melissa Shaw, a certified Financial Planner operating in Lake Forest, CA, offers financial planning and insurance brokerage services in an accessible office. Though lacking reviews, her certified status and inclusive office make her a potential valuable resource.",
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This JSON response adheres to the requested format, providing a structured overview of Melissa Shaw's professional profile, including essential details about her services, location, accessibility features, and a brief recommendation for potential clients. The content is crafted to be informative yet concise, aiming to meet the specified word count and keyword inclusion criteria while maintaining a formal yet approachable tone.