Melanie Arena, CFP^®

How do I help our clients Live a Richer Life®?
As a CFP with over 18 years of experience, I work with clients to help them determine their goals and develop a plan to achieve them. I especially enjoy the personal relationship we have with our clients and sharing of mutual interests. Going through life events alongside our clients is challenging, incredibly rewarding, and a sign of the trust placed in our teams.

I’m a proud graduate of Seattle University’s accounting program, where I benefited from a strong Jesuit education and service mentality. I’m also a member of the Financial Planning Association of Puget Sound, where I stay current on industry practices, and Mothers in Finance, where I enjoy networking with my peers.

How do I align my time and money with my values and passions to Live a Richer Life®?
Based on my value of connection, I am happiest when spending time with or helping others. This may be working with clients to find a solution or getting to know other parents during my kids’ sports and activities. My value of authenticity is fed by the genuine relationships I develop with friends, clients, or our neighbors in Columbia City. I strive to bring my determination to Orange Theory workouts and support the determination of non-profits focused on marginalized communities.