Our People

Melissa Belmontes

Case Manager

Independent Contractor
Employee of Lindsey Financial Group, Inc.

Melissa Belmontes

Case Manager

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Melissa’s ambition is to be a successful business woman. Melissa joined our team in 2012 as a Case Manager. Melissa possesses extensive experience in detail and follow through on projects, systems auditing, goal setting and tracking, and team building. Her experience has helped her seamlessly integrate into the financial planning industry and add value to her role within our firm.
Melissa’s strengths include superior task tracking, project management, and excellent communication skills. Melissa is also a strong leader who is dependable, loyal and trustworthy. Melissa‘s desire is to use her talents and experience to aid in the development and implementation of financial plans that will enable business owners and executives to achieve their goals through sound business and tax strategies.

Professional Experience

  • Case Manager Lindsey Financial, Inc.located in Redlands, California, providing comprehensive fee-based financial planning.
  • Bank Teller Chase Bank, located in the Inland Empire, specializing in savings & loan, personal & business banking.
  • Manager UPS Store, located in the Inland Empire, specializing in shipping and administration.

Education

Melissa attended The American College to complete her Registered Para-Planner Designation.
Melissa has been a Notary Public for 8 years and a certified finger print roller for 5 years. Melissa is projected to complete her Registered Para Planner designation through the American College in 2012.

More about Melissa Belmontes

Along with working for Lindsey Financial, Inc. Melissa enjoys spending time with her family and friends. In her free time Melissa enjoys vacationing, shopping, reading, and exercising.

To schedule a client meeting:

1980 Orange Tree Lane

Suite 250

Redlands, CA 92374

TEL: (909) 335-6810

FAX: (909) 335-6811

Email: Melissa@Retire-Wealthy.com

Corinne Haney

Scheduler
Independent Contractor
Employee of Lindsey Financial Group, Inc.

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Jeremy Lindsey

Investment Advisor
Representative

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Lily Diaz

Case Manager
Assistant
Independent Contractor
Employee of Lindsey Financial Group, Inc.

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Bill Lindsey

RFC, AEP
Investment Advisor
Representative

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Joshua Lindsey

CFP ®
Investment Advisor
Representative

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Melissa Belmontes

Case Manager
Independent Contractor
Employee of Lindsey Financial Group, Inc.

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