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 continues working towards her CERTIFIED FINANCIAL PLANNER® designation.

Marites and her husband Josh recently purchased their forever home in beautiful Santa Barbara, CA. Taking advantage of the outdoors surroundings, they love hiking, bike riding, and training for Spartan races. Marites also values time with family and friends, exploring new places, photography, cooking/baking, and actively training their dogs Se7en (in hopes to participate in dog sports) and Darby.

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.