As a financial advisor, Marcia's main objective is to understand in great detail her clients’ current financial situation, as well as their short and long term financial goals. With this understanding, she designs customized financial plans that are implemented then monitored to track efficiency. Marcia helps her clients achieve their financial goals in the most tax-efficient manner, and avoid unnecessary risk.
Marcia works primarily with busy professionals and business owners that understand the value of having a knowledgeable and trustworthy advisor. While serving individuals in a broad array of industries, her practice focuses on medical professionals, business owners, independent contractors (ie. realtors, designers, etc), young families, widowers and divorcees.
Additionally, Marcia dedicates a portion of her practice to the Hispanic and women marketplace. As a Spanish-speaking woman that was born and raised in a Latin country, she believes this community is underserved as it pertains to financial education. A passion of hers is working with women, helping them through difficult life events, and coaching them through managing their financial affairs.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian