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 works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

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 is active in her children’s school and sports and is an avid reader.