Melody Brady, MBA, CFP®, ChFC®
Thrive Today, Secure Tomorrow
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Beechmont Financial
Melody Brady, MBA, CFP®, ChFC®
Serving Clients Nationwide
Thrive Today, Secure Tomorrow
Areas of Focus
- Capital Gains
- Choosing a Financial Advisor
- Compensation Planning
- Education Funding
- Education Tax Deduction and Credit Planning
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Family and Money
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- LGBTQ Couples
- Loss of Spouse or Partner
- Money Psychology
- Prioritizing Money
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving for College
- Setting Up Retirement Accounts
- Socially Responsible Investing
- Taxes
- Women & Wealth
- Work from Home
About Me
I’m Melody Brady, a CERTIFIED FINANCIAL PLANNER™ professional with a deep passion for helping executives be more efficient and effective with their money so they can have more time for the things they truly enjoy. Financial planning isn’t just about securing your future; it’s about creating the freedom to live the life you’ve worked hard to build.Growing up in Southern California as the daughter of Iranian immigrants, I witnessed the power of hard work firsthand. My parents’ dedication to providing a better life for our family instilled in me a profound respect for financial security and a keen understanding that life is more than work—it’s about finding balance and making time for what truly matters.
In 2020, when I learned I was expecting my first child, I worked long days, often starting before dawn and continuing late into the evening. Even with the exciting news of becoming a mother, I felt compelled to push harder, always thinking, “Just one more task…” But as my pregnancy progressed, I realized that something needed to change. I wanted to be present for my child’s milestones, not just an observer from behind a desk. This realization wasn’t new—it was reinforced by a challenging period earlier in my career when I felt trapped in a toxic work environment. That experience taught me the importance of financial freedom—not just for security, but for making choices that align with your values.
My husband and I committed to building a solid financial foundation to give us that freedom. Fast forward to 2023, when my husband faced an unexpected job loss—we didn’t stress for a moment. We had prepared, which allowed us to move across the country and confidently start my financial planning firm.
Today, I work with executives who, like you, have achieved financial stability but struggle to carve out the time to enjoy it truly. My goal is to help you ensure that your money works as hard as you do so you can focus on what matters—spending time with family, pursuing passions, or simply enjoying life.
I’m here to provide the financial clarity and strategy that allows you to reclaim your time. Whether it’s optimizing your financial plan, managing investments, or preparing for life’s unexpected twists, I’m dedicated to ensuring your finances align with your life goals, giving you the freedom to focus on what you enjoy most.
Let’s connect and work together to create a future where you feel confident, secure, and, most importantly, have the time to enjoy the life you’ve earned.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant (ChFC)
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- Financial Planning Association
- Flat Fee Advisors
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
At Beechmont Financial, financial planning is about more than just numbers; it’s about creating a life where you feel confident, secure, and free to enjoy the moments that matter most. Founded by Melody Brady, a CERTIFIED FINANCIAL PLANNER™ professional, Beechmont Financial is dedicated to helping executives and professionals make smarter financial choices to reclaim their time and focus on what they truly enjoy.Our approach is rooted in the understanding that financial stability is not just about securing a future but about making informed decisions today that align with your values and life goals. Our clients are often busy professionals who have done an excellent job building their careers and savings but struggle to find the time to truly enjoy their successes. That’s where we come in.
At Beechmont Financial, we work closely with our clients to develop personalized financial strategies that optimize their resources and create more efficiency in their lives. Whether it’s streamlining investments, managing risk, or planning for major life events, our goal is to ensure that your finances are working as hard as you do—so you can focus on living the life you’ve earned.
We understand that each client’s journey is unique, and we’re committed to providing the tailored advice and support needed to navigate life’s complexities with confidence. Our mission is to be your trusted partner in financial planning, helping you make decisions that empower you to enjoy the present and the future.
Let Beechmont Financial help you take control of your finances so you can focus on what truly matters.
Education
California State University, Northridge, Bachelor of Science - BS, Finance, General | South University, MBA, Finance
Hobbies and Interests
- Camping
- Cooking
- Eating Out
- Entertaining
- Exercising
- Family
- Grilling
- Movies
- Music
- Reading
- Relaxing
- Shopping
- Television
- Theater
- Traveling
- Volunteering
- Walking
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Blended Family
- Christians
- College Graduates
- Contractors
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Individuals
- LGBTQ
- LGBTQ Couples
- Newly Engaged / Newlywed
- Parents
- Physicians
- Remote Workers
- Sales Professionals
- Single Women
- Technology Professionals
- Travel Lovers
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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