Alexis Melgoza Headshot

Alexis Melgoza

In by Mission Wealth

Alexis Melgoza, Operations Associate

Alexis Melgoza

Operations Specialist

Santa Barbara

(805) 308-9055

CONTACT Alexis Melgoza

"I have always loved working as a team and problem solving, this is what drew me into working in Operations. Being able to collaborate with others and see how as a collective group we are able to come up with a solution and better prepare for the future."

As the Operations Specialist, Alexis Melgoza greets our Santa Barbara clients and visitors, answers the firm's phone lines, and provides administrative support to the advisory, strategy, and operations teams.

Learn About Alexis Melgoza

Professional Background

Alexis is currently the Operations Specialist located in the Santa Barbara office. She completed her Bachelor of Arts in Business Administration with an emphasis in Management from California State University, Northridge, Spring of 2023.

Prior to California State University, Northridge, Alexis attended Santa Barbara City College and earned her Associate of Arts in Economics, Chicano Studies, Science & Mathematics, Social & Behavioral Science, and Business Administration.

While being a full-time student, Alexis was working for a small boutique financial firm in Santa Barbara, which is where she first experienced her passion for working in the finance world.

Personal Pursuits

Alexis enjoys traveling with her family and experiencing different cultures and foods. When she is in Santa Barbara, where she has lived her whole life, she likes being active by going to the gym, hiking, or spending time at the beach with Kona, her toy Australian Shepherd.

As a member of the Women on a Mission group, she is part of an array of female team members who offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

In the News

After You Retire, How Will You Pay for Expenses?

After You Retire, How Will You Pay for Expenses?

Retirement income planning is about creating a reliable system for paying your expenses after your paycheck stops. By organizing assets into three distinct buckets, you can maintain liquidity for short-term spending and keep your long-term portfolio positioned for growth.
Mission Wealth Market Update for 3926

Market Update 3/9/26

A closer look at current global events, market volatility, and how diversified portfolios and long-term strategies can help navigate uncertainty.
Planning the Empty Nest Financial and Emotional Strategies When Kids Leave for College

Planning the Empty Nest: Financial and Emotional Strategies When Kids Leave for College

When kids leave for college, financial and emotional decisions collide. Learn strategies to balance tuition planning, retirement security, and life after parenting.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
CONTACT US