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. She was named as a Forbes Best-In-State Wealth Advisors in 2023, a Forbes Best-In-State Women Advisors in 2023, a Forbes’ Best-in-State Next-Generation Wealth Advisors in 2019, as well as a Forbes|SHOOK 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®.
Insights from Melissa Yue
How to manage the emotional impact of sudden wealth
A sudden influx of money—the kind that comes from an inheritance, settlement, sale of a business, or similar
You inherited money—now what?
Inheriting a significant amount of money is rarely a bad thing. But it does come with a unique
Build the best financial team
If it takes a village to raise a child, it takes a team to manage every aspect of
Inheritance? Settlement? If you’ve had a big payday: WATCH THIS
A sudden influx of money—the kind that comes from an inheritance, settlement, or similar big money event—can come with emotional strings attached.
Real estate investing: The good, bad, and surprising
Real estate can help diversify your portfolio, hedge against inflation, and shelter your friends and family. But it tends to carry different rules than other assets.
Why a Quorum offers the best advice
When it comes to your finances, it takes a select group of people to truly build wealth and help you maximize your goals. Quorum Private Wealth partner Melissa Yue explains.
