Meet our Quorum
Melissa Yue
As a founding member of Quorum Private Wealth, Melissa Yue brings two decades of experience and her Certified Financial Planner® designation to the team.
As a CFP®, Melissa not only acts as a fiduciary for our clients, she thrives on learning clients’ goals, then helping them organize their finances in such a way that the path to reaching those goals becomes clear.
Prior to Quorum, Melissa spent more than seven years at Merrill Lynch, preceded by seven years at UBS.
While at Quorum, she was named as a Forbes Best-In-State Wealth Advisors in 2023 and a Forbes Best-In-State Women Advisors in 2023. At Merrill, she was named a Forbes’ Best-in-State Next-Generation Wealth Advisors in 2019 and to Forbes|SHOOK's list of America’s Top Next-Generation Wealth Advisors in 2017 and 2018.*
As a second-generation immigrant, Melissa credits her upbringing—where education was a key focus—with her love of financial education. She holds dual degrees from Santa Clara University, a Master’s degree in Financial Analysis from the University of San Francisco and is a Certified Plan Fiduciary Advisor in addition to a CFP®.
*View all the details and disclaimers related to Melissa’s awards and recognition.
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