Tax Advisors

George W. Melbrod, Jr., CFP®

Sr. Tax Advisor

For over 30 years George has been involved in the planning aspect of his client’s finances. He started by doing personal tax returns with his father right here in San Diego. From there he moved into the investment business with insurance products for his educator client’s retirement. Not long after, he incorporated full service investment advisory and securities brokerage services, all with an emphasis on full service financial planning that really differentiated his firm and ultimately lead to the success that he is today. George has always had a passion for getting to know his clients and serving their needs with a personal touch. George is a CERTIFIED FINANCIAL PLANNER™ professional, and is a tax preparer and planner. He also has his CA Insurance license, CA Insurance # 0539666.

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. See the Home page for full disclosure.

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Travis Carr

Tax Advisor

Travis Carr has been with Melbrod Financial Services for many years. Aside from his own clients, Travis has inherited many of George’s clients who are thrilled with his excellent knowledge of today’s complicated tax situations. Travis is always willing to take time from his daily work, to answer simple, difficult or complicated tax questions from clients concerned about their investments and financial status.  His personal service makes clients feel confident, knowing that they can always have access to knowledgeable answers to their tax questions. Travis has his CA tax preparers license.

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Anastasia G. Melbrod, CFP®

Tax Advisor

Anastasia has enjoyed working with our company since 2005. She graduated from Loyola Marymount University in 2004 with a B.A. in Business Administration, with an emphasis in finance and a minor in accounting. Anastasia had an internship with a broker/dealer while working on her degree. Right after college, Anastasia worked for a respected San Diego financial investment firm.  Anastasia is currently serving as a tax advisor and working with Melbrod Wealth Management where she specializes in tax sheltered annuities. Anastasia is a CERTIFIED FINANCIAL PLANNER™ professional who holds an insurance license, California tax preparers license, as well as her Series 7 & 66 licenses. CA Insurance # 0E50783.

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. See the Home page for full disclosure.