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Welcome Melissa

Welcome To The Team, Melissa!

By Richard Riva and Martin Lombrano

Wealth Management Solutions is thrilled to welcome Melissa Bergeron to our team as our Client Service Manager! In bringing on Melissa, we are thankful that our firm is able to expand to bring our clients the very best and brightest professionals to assist families in developing and maintaining their wealth management plan throughout their lives.

Meet Melissa

Melissa brings with her a breadth of knowledge in business development and over 20 years in the financial services industry. With her extensive industry knowledge, background, and education, we are excited to have Melissa head up our operations division and support our client service needs. She is a passionate people person who possesses an innate ability to understand clients’ financial needs, and we think that she is the perfect fit to interface with our clientele and help usher Wealth Management Solutions into a new era of growth.

Welcome, Melissa!

We believe that Melissa is a great addition to our team and we encourage you to reach out and meet her when you come in for a scheduled appointment. Give us a call if you want to discuss what financial concerns you may have and see how we can help you pursue your financial goals and maintain your wealth management plan. Schedule a complimentary consultation by contacting us at (949) 475-9700 or info@wms-llc.com.

Richard Riva

Martin Lombrano



Mastermind Collective – September 14, 2022

Wed, September 14, 2022 from 4:30 PM – 7:00 PM PDT Location:Bahia Corinthian Yacht Club1601 Bayside DriveNewport Beach, CA 92625 Our financial literacy workshop will teach teens and youths the basics of money management, budgeting, saving,

ReimaginINg How Financial Advice and Services are Designed and Delivered

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