Marissa Pattison, CFP^®

Designations and licenses

Marissa is a CERTIFIED FINANCIAL PLANNER® professional and holds Accident & Health or Sickness, Life, and Variable Life and Variable Annuity insurance licenses in the state of California.

Experience and education

Marissa provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Marissa was a client performance analyst at Wells Fargo Advisors, where she created and presented comprehensive wealth plans to clients to help them achieve their financial goals. Before that, she worked at First Republic Bank as a financial planning analyst.

Marissa holds a BSBA in finance from California State University East Bay.

Personal interests

Away from the office, Marissa enjoys spending time with her husband and three children. She volunteers at their school and loves being involved in their extracurricular activities. She enjoys staying active with her family, exploring Bay Area locations, sharing great meals and unwinding with a good book.

Marissa’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.