Marites is a CERTIFIED FINANCIAL PLANNER® professional with more than 10 years of experience in the financial industry. She received her undergraduate degree in mathematics from California State University, East Bay. Marites graduated from the University of California, Davis Extension Program's Personal Financial Planning program and worked 10 years with J.P. Morgan Chase Bank, four years as a financial advisor.
As a financial advisor, Marites provides comprehensive wealth management, which includes educating and guiding her clients in building, managing, and protecting their wealth. In her spare time, she enjoys spending time with family, having lunch with friends, and watching travel shows.
Designations and registrations:
- CERTIFIED FINANCIAL PLANNER® professional
- FINRA Series 6, 7, 63, 66 securities registrations
- California life and health insurance licenses (CA Insurance License #0I12189)
- Investment Adviser Representative of Commonwealth Financial Network