Investment professional since 2004
Maria joined the firm in 2019 as a private client advisor. She has spent her career building financial plans and advising high net worth families at Summitry, USAA Wealth Management, and Merrill Lynch Private Bank. She graduated cum laude from UC Berkeley with a BA in Economics in 2002 and earned her CFP® designation in 2010.
Offices:
San Francisco Bay Area Office
300 Drakes Landing Road, Suite 250
Greenbrae, CA 94904
(415) 464-4640
Pittsburgh Office
103 Brilliant Avenue, Suite A
Pittsburgh, PA 15215
(412) 963-9160
Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law.
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