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Business Spotlight: Melissa Tierney (Real Estate Planner & Downsizing Concierge) with Host, Sandy Goe

Solution Provider Interview. These spotlight podcasts serve to raise the awareness of valuable resources & connections. November 10, 2025
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On Monday, November 10, 2025, I (Sandy Goe) hosted a special Business Spotlight Day to feature seasoned professionals to share their expertise, tackle common challenges, and reveal the solutions they offer.

Melissa was one of the featured co-hosts of this Substack Live Video.

ABOUT MELISSA TIERNEY:

Melissa Tierney is a Realtor with Keller Williams in Santa Barbara and the founder of Tierney & Co. Real Estate & Downsizing Concierge. She took her real estate license to the next level by becoming a Certified Real Estate Planner, a designation that allows her to help clients make strategic, tax-smart, and purpose-driven decisions about their real estate — not just to sell, but to plan ahead for life’s next chapter. Melissa is widely recognized as Santa Barbara’s trusted Realtor for seniors and their families. She helps clients navigate complex life transitions — from downsizing and trust or probate sales to preparing for retirement living — through a concierge-style approach that removes stress, brings clarity, and delivers results. Her mission is simple: to make change feel easy, not overwhelming — and her motto says it best: “Life happens, push the easy button.”

WHAT DOES MELISSA DO?

I’m a Realtor and Certified Real Estate Planner who helps people — especially seniors and their families — make confident, informed decisions about their real estate. For most people, selling a home is one of the largest financial moments of their life — and it’s often treated like just another transaction. I help clients understand the bigger picture: that real estate is also a taxable event, and that the equity they’ve built can be used to support their family, their retirement goals, and even their beneficiaries. I bring strategy, structure, and compassion to the process — turning uncertainty into a clear plan that helps my clients move forward with purpose.

HOW IS SHE A PROBLEM SOLVER?

I’m known for empowering people through education — helping them understand what they don’t know about real estate, taxes, and legacy planning. My goal is to remove fear and replace it with clarity. I help clients and families build, protect, and transfer generational wealth through real estate. Whether that means guiding a senior through a downsizing sale, helping trustees manage a family home, or working with investors to create long-term stability, I make sure every move supports a bigger plan for their family’s future - blending strategy and heart to turn life transitions into opportunities for growth, peace of mind, and legacy.

WHAT SERVICES DOES SHE OFFER?

Full-service residential real estate representation Senior transition and downsizing planning Trust, probate, and inherited property sales Real estate planning for tax efficiency, wealth preservation, and legacy transfer Concierge coordination of move management, estate liquidation, and pre-sale preparation Aging-in-place and retirement community readiness evaluations Educational seminars on real estate planning, legacy, and senior transitions

HER MOTTO: Life happens, push the easy button.

HOW TO CONNECT WITH MELISSA:
book a complimentary Real Estate Planning Consultation to learn how to make your next move — or your parents’ next move — easy, profitable, and aligned with your family’s long-term goals. You can also check out my upcoming seminars to get educated on the topics that matter most before life forces the conversation.

www.TierneySB.co

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