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    Mel Aguilar Aguilar

    Registered Financial Consultant

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    12/28/2006

    09/08/2019

    Design Benefits Financial and Insurance Services

    755 Baywood Drive 2nd Floor,
    Petaluma, CA 94954
    US
    map

    http://designbenefitsfinancial.com

    (707) 669-7233

    (707) 780-9590

    Insurance and Financial Services

    Retirement Benefits Specialist

    Overview

    Mel Aguilar has had a profound impact throughout his clients working and retirement years. What makes him unique is that he cares deeply about his clients achieving their goals and is dedicated to helping them to achieve the life they dream of.  He is a well-known and recognized specialist in the matters of Retirement Income, Social Security and Wealth Transfer. Mel is a problem solver and a "go-to-guy" for those who want no nonsense, straight, and honest answers. He works and educates those who are near or into their retirement years to position the best strategies for safety, growth and liquidity. This enables his clients to achieve retirement success through a unique planning process designed to achieve their personal retirement goals.

    Mel has been serving his clients and their families since 1986. 

    Education and Associations

    Mel is a Registered Financial Consultant and did his undergraduate work at UCLA and forms alliances with other financial professionals working with them to implemment these out-of-the-box thinking strategies for their clients.

    International Association of Registered Financial Consultants, Veterans Information Services, Section on Aging Marin and Sonoma County.

    References

    BBB Golden Gate Member  A+ Rating over 15 Years   www.goldengatebbb.org

    Personal

    Mel, his wife Jen, and his two young children reside in the Northern California Bay Area. He has been living, working, and playing here since 1991 presently makes his home in the southern region of sonoma county, famous for dairy, wines, the beautiful landscape and outdoor activities. Personal activities include reading, fishing, radio control hobbies and the joy of cooking. However his personal "why" comes from spending quality time with his family and friends.

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