Marian received her Bachelor’s degree from the University of California, Berkeley in 1977. Marian has been in the financial services industry since 2002.
After working in the large corporate environment for 21 years and attaining multiple awards in her General Management position she transitioned to financial services to expand her core philosophy to help people build sound financial lives. Her shift included using her core knowledge in the vast phases of goal setting, educating, financial bottom line management, retirement plans assessment and positive-affirmation people skills.
She holds the qualifications: Investment securities registrations Series 6,7,63 & 65, Insurance licenses of Life, Health & Disability as well as Long Term Care Insurance, CLTC Designee.
One of the outstanding benefits of working with Marian is her ability to provide clear, easily understood explanations of financial products and services. The personal planning that Marian can provide is a realistic roadmap for working toward a more secure financial future. She recognizes that each of her clients has their own unique spheres of relationships, responsibilities & influences thus needing a tailored and monitored, “in their best interest” solution for their ever-evolving lives.
In her spare time, Marian enjoys hiking with her husband and their lizard-chasing rescue pups, gardening & horticulture, traveling and is currently a very loud “Band Parent” for their last-in-the-nest daughter’s Ca State Band Champion marching band “The Black & Gold Brigade”. (“GO COUGARS !” ). We are looking forward to being part of what the grand kids like to do!
Marian’s primary Non-Profit groups to support are: the American Red Cross, ASPCA, Susan Komen Foundation, Wounded Warriors and the San Diego Zoo Wildlife Alliance & World Wildlife Federation.
Her direct focus for every client starts with:
What does YOUR “Happily Ever After” look like? What is important to YOU?