Marisa takes the time to truly listen to clients, understand their values, and build personalized financial strategies tailored to their needs and goals. She works to understand their personal circumstances, investing styles, risk tolerances, and tax situations. Marisa guides clients with sound business judgment and leadership as they progress through life.
She maintains meticulous standards for the work products of the firm and always communicates clearly, truthfully, and consistently. As she explains, “wealth management and tax planning play a role in every aspect of your life, whether personal, corporate, or estate. We value our role as trusted advisors and require that our work be delivered with a personal and professional touch.”
Marisa holds a Bachelor’s degree in Communication from the University of California, Santa Barbara and has earned recognition in Accounting. She is Series 7, Series 63, and Series 65 securities and advisory licensed and has completed the Accounting and Business education necessary to sit for the Uniform CPA Exam.
Marisa has supported various local non-profit organizations that specialize in the education and development of children. In her spare time, she enjoys spending the day with her husband and their two young daughters. She also receives a constant stream of entertainment from her young nieces.