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I want you to be a confident investor so you can work toward your life goals and dreams. I will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust I aim to earn through integrity, hard work and service.

CA Insurance License Number: 0I35752. Resident State CA.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.
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Advice and guidance

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

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Deliberate planning approach

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

Learn More

Melissa Bausley

520 Newport Center Drive
17th Floor
Newport Beach, CA 92660
Local Phone: (949) 759-4587
melissa.bausley@wellsfargoadvisors.com
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2025 Outlook: Charting the economy’s next chapter

Wells Fargo Investment Institute shares potential investment opportunities and risks for 2025 and beyond.

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Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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