Michael A. Dubis Financial Planning, LLC

Intellectual capital is nothing without meticulous attention to the details. Melanie brings more than a decade of experience in administrative operations and client service for a variety of wealth advisor firms. She holds a bachelor's degree in economics from University of California - Los Angeles.  

Melanie works with us as a virtual operation manager.  She is the founder and ongoing president of Virtual Partners Group (VPG). With over 15 years of Operations experience, Melanie continues to create a space where virtual technology and operations collide, changing the face of back office as we know it at VPG.

In a nod toward the miracle of modern day efficiencies, Melanie will be working for you virtually, out of her home base near Los Angeles.

Melanie oversees operations and client administration. Clients enjoy continued personal access to Mike while Melanie oversees the details on matters such as account maintenance, office administration and a variety of other service needs.

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When she’s not busy thinking of things for the team to do, you may find her with her husband Ricky and their two kids, or traveling the state on an adventurous quilt run.

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Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Michael A Dubis Financial Planning, LLC (MFP) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of MFP by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

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Unless otherwise specifically indicated, the entities providing the below awards are not clients of Michael A Dubis Financial Planning, LLC (MFP), and MFP did not pay a fee to be considered for the award. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if MPF is engaged, or continues to be engaged, to provide investment advisory services, or should it be construed as a current or past endorsement of MFP by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Please see the Disclaimers page for additional information.

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Link Disclaimer:
At certain places on Michael A. Dubis Financial Planning, LLC's Internet Site, live 'links' to other Internet sites can be accessed. That information being offered is strictly as a courtesy and convenience. Michael A. Dubis Financial Planning, LLC does not endorse, verify or attest to the accuracy or completeness of the content of the web sites that are linked and accepts no responsibility for their use or content. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. 

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Neither an adviser’s experience or their professional credentials or designations should be viewed as the sole determining factor in obtaining or retaining their services. Please see our disclosure page for further information about the professional designations identified in this website. Professional designations and credentials, personalized services, experience or expertise of a particular adviser do not guarantee success of a particular investment or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.   

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Michael A Dubis Financial Planning, LLC is not affiliated with any of the entities listed.

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Not all services will be appropriate or necessary for all clients. The potential value and benefit of our services vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The receipt of personalized and tailored services, or your access to financial or professional resources should not be construed as a guarantee of a particular outcome. Past performance, including performance derived from application of time-tested financial planning and investment processes, does not guarantee future results. All investing comes with risk, including risk of loss.  

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