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Melissa M. Estrada 

CFP®, BFA ™, MPAcc, Founder

Melissa Estrada is a Financial Advisor driven by passion and purpose with an extraordinary background. She brings 15 years of finance industry experience, and a robust academic background with a Bachelor's Degree in Finance and a Master's Degree in Public Accountancy. Her commitment to excellence led her to obtain additional qualifications, including Certified Financial Planner (CFP®) and Behavioral Financial Advisor (BFA ™), underscoring her comprehensive understanding of the psychological factors that influence financial decision-making.


Melissa has gained a unique perspective, and discipline from her service as a Sergeant in the United States Marine Corps. The principles of honor, courage, and commitment that defined her military service now form the bedrock of her approach to financial advising, ensuring every client receives the meticulous attention and disciplined strategy they deserve.


The impact Melissa has had on businesses extends beyond the realm of personal finance. She has been instrumental in launching companies and securing substantial funding for ventures, demonstrating a strategic understanding of business finance that serves her well in advising owners and entrepreneurs.


When partnering with Melissa Estrada, clients get more than just financial advice. They secure a strategic alliance with a trusted expert, whose commitment to professional development and industry trends ensures they receive tailored financial guidance for their unique financial journey. Melissa doesn't just analyze numbers; she shapes financial futures with precision, confidence, and an unwavering commitment to her clients' success.

Investment Strategy Team

At Fidela Wealth, we take your investment strategy to the next level through our strategic collaboration with Helios, a renowned quantitative research firm. Together, we integrate advanced analytics and expert oversight to deliver a tailored, transparent, and agile investment approach.

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Helios CEO Chris Shuba

Chris Shuba

Founder & CEO - Helios

Helios Director of Prouct Jason Van Thiel

Jason Van Thiel, MBA

Director of Product - Helios

Helios Senior Research Analyst Lena Arai

Lena Arai, PhD

Senior Research Analyst - Helios

Eric Woodraska, CFA

Client Portfolio Manager - Helios

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