Marites Blair CFP®
Based in Santa Barbara, Marites helps retirees, women, and families navigate retirement income, inheritance, taxes, divorce, and the loss of a spouse with clear and organized guidance
Ways to Connect
Who Marites Typically Helps
Retirees creating income plans, families navigating inheritance, women going through divorce, individuals adjusting to the loss of a spouse, clients seeking greater organization during a major transition
Serving Clients in
Santa Barbara • Montecito • Goleta • San Luis Obispo • Paso Robles • Communities throughout California’s Central Coast
Available nationwide through virtual meetings
Questions Marites Helps Answer
- How can I prepare for retirement and create sustainable income?
- How should I integrate an inheritance into my plan?
- How can I organize my finances during a divorce or after the loss of a spouse?
- What tax-planning opportunities should I consider?
- How can I integrate a major financial change into one coordinated plan?
As a Wealth Advisor at Mission Wealth, Marites Blair works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Marites delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Marites leverages her expertise to provide clients with tailored advice and guidance.
Money is a profoundly personal matter for people, and to have them place their full trust in me and seek my assistance is the highest form of a compliment. Building a strong and dependable relationship with my clients throughout their financial journey brings me such joy, and this has grown into my passion.
Marites’s Frequently Asked Questions
Clients can expect a thoughtful and organized process centered on understanding what matters most to them. Marites begins by listening to their goals, concerns, family dynamics, and questions. She then helps gather the right information, identify priorities, and work with the broader team to create a clear and practical plan. Marites communicates in approachable language, explains what is being recommended and why, and helps clients feel heard, supported, and confident moving forward
Professional Background
With over a decade of experience in the financial industry, Marites has held multiple roles across various aspects of wealth management. These included positions in operations, client-focused advisory services, and compliance. She also supported tax departments during tax season by preparing Individual tax returns, Trust tax returns, and Fiduciary Accounting.
Marites holds a Bachelor of Science degree in Business Administration with a concentration in Accounting and Finance from Cal Poly University in San Luis Obispo, CA. She also holds a Series 65 designation.
With the desire to focus more on helping individuals and families achieve their financial goals, Marites earned her CERTIFIED FINANCIAL PLANNER® designation in 2025.
Personal Pursuits
Marites lives in Santa Barbara and enjoys making the most of the outdoors—whether hiking, biking, or training for Spartan races. She also values time with family and friends, exploring new places, photography, and cooking or baking. She’s actively training her dog, Se7en, with hopes of getting involved in dog sports and bite work.
Community Impact
Marites has deep passion for animals and is dedicated to providing support to rescue organizations.
As a member of the Women on a Mission group, Marites is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
Request an Introduction to Marites Blair
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor