Marian studied at CSU Fresno, earning a Bachelor of Science degree. She also completed the Intensive Accounting Program at USC and spent twelve years in the management accounting field prior to becoming a Financial Advisor in 1999. To answer the needs of clients, Marian earned the CERTIFIED FINANCIAL PLANNERTM designation in 2010. When faced with more complex financial planning Marian returned to school, earning a master’s degree in Personal Financial Planning and the MPAS® designation.
Registered States: AR, AZ, CA, ID, NV, OR, SC, TN, TX, UT, WA