Melissa Balboa
Client Associate
Melissa Balboa is a Client Associate at TSG Wealth Management with over 15 years of experience in the financial space. Prior to joining TSG in December 2021, Melissa had a 15 year career at Wells Fargo Bank* with her most recent role as a Service Manager. In her position as a Service Manager she was responsible for a wide range of tasks including sales, client service and compliance.
Melissa joined TSG Wealth Management with the goal to challenge herself and grow her skillset within financial world. TSG’s place as one of the largest teams in the Wells Fargo Advisors Financial Network made her feel that TSG was the best place to learn and grow.
Melissa currently resides in Anaheim with her two kids. In her spare time she enjoys doing outdoor activities, cooking and going on trips that involve having a piña colada in each hand!
*Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company
You may not know this about Melissa Balboa…
If Melissa wasn’t in the finance industry, she would love to be a chef or a special effects make up artist.
Meet TSG Client Associate, Melissa Balboa
