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As a financial advisor with over 18 years of experience in the financial services industry, I recognized the need for investment education, wealth preservation, and accessibility to financial services. In 2022 I founded my own firm, Marigold Financial Partners, with a driving force belief that everyone deserves access to a financial advisor. I work diligently to provide my clients focused holistic investment strategies, retirement planning, tax strategies, and estate planning. Through a multi-generational investment approach, I am dedicated to ensuring the totality of my client’s financial picture is considered while working with them through any life changes that might require us to pivot and adjust plans already in place.
The scope of my work also includes working with business owners to provide comprehensive support with retirement plan solutions, education, and resources. I strive to foster professional relationships with strategic partners so I may offer my clients additional value and resources. With the help and support of my family, I am driven to continue to make a difference in the lives of my clients and their families.
For me, it is important to continually sharpen my skills and increase my knowledge, I graduated from Loyola Marymount University in 2002 with a Bachelor of Arts degree. I earned my Certified Financial Planner designation in 2019 and completed a Master’s Degree in Accounting and Financial Management from Keller Graduate School in 2022.
As an immigrant from Ecuador, I believe in staying connected to my roots as well as paying forward the many blessings I have received since coming to this country. I am dedicated to serving the community in various capacities.
In my leisure time, you will find me spending time with family and friends, traveling, cooking, and dancing. I reside in sunny Corona with my two sons Diego and David, and my parents.
The scope of my work also includes working with business owners to provide comprehensive support with retirement plan solutions, education, and resources. I strive to foster professional relationships with strategic partners so I may offer my clients additional value and resources. With the help and support of my family, I am driven to continue to make a difference in the lives of my clients and their families.
For me, it is important to continually sharpen my skills and increase my knowledge, I graduated from Loyola Marymount University in 2002 with a Bachelor of Arts degree. I earned my Certified Financial Planner designation in 2019 and completed a Master’s Degree in Accounting and Financial Management from Keller Graduate School in 2022.
As an immigrant from Ecuador, I believe in staying connected to my roots as well as paying forward the many blessings I have received since coming to this country. I am dedicated to serving the community in various capacities.
In my leisure time, you will find me spending time with family and friends, traveling, cooking, and dancing. I reside in sunny Corona with my two sons Diego and David, and my parents.