Leadership
Melissa J. Imhaus is President of IIA. She received her BS in Finance, Investment Analysis from the Howard School of Business at The University of Southern California. She continued her studies at the College of Financial Planning where she received her AMMS. After leaving her position as a Vice President and Investment Advisor at Charles Schwab & Co., Melissa founded Imhaus Investment Advisors in order to more effectively serve a smaller number of clients. IIA is a Registered Investment Advisor. Our home office is in California, but we serve clients in 4 States.
Us
Strategic Asset Management
No conflicts of interest
Harness recent market performance to enhance a balanced portfolio
As a Fee Only Registered Investment Advisor we work soley for our clients
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