Melliza Chan - Wealth & Impact Advisor
Welcome! I'm Melliza Chan, a Financial Professional and Philanthropic Impact Strategist serving the communities of Riverside, Temecula, Rancho Cucamonga, and Chino Hills. With six years of dedicated experience in the financial services industry, I partner with successful business owners to create meaningful legacies through strategic philanthropy and comprehensive financial planning.
True financial success extends beyond wealth creation—it's about establishing lasting impact. My mission guides business owners in transforming their success into significance, building legacies that benefit both family and community.
As an independent financial professional, I deliver objective guidance and customized solutions. Working alongside a network of specialized experts—tax professionals, estate planning attorneys, and philanthropic advisors—I ensure every aspect of your financial future receives strategic consideration and planning.
