Since 1999, Mariana has worked closely with clients providing sound advice and tailored solutions to help build wealth, while focusing on their life’s goals. Her philosophy for success is simple – put people and service first. Life is rich and varied, your financial plan should be, too.

As a CERTIFIED FINANCIAL PLANNER^® professional, and a graduate of the Institute for Advanced Financial Education, Mariana specializes in high net worth portfolio management, providing sound advice and financial planning for high net worth individuals, families, retirees, professionals, and corporations.

When she is away from the office you can find her spending quality time with her children.