Portrait of Marites Blair

Marites Blair CFP®

Wealth Advisor

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

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

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?

What Clients Say About Mission Wealth

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

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 Blair, Wealth Advisor

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.

Professional portrait of Marites Blair, featuring her smiling in a blazer against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an Introduction to Marites Blair

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

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

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Professional portrait of Marites Blair, featuring her smiling in a blazer against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an introduction
to Marites Blair.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Marites and Mission Wealth may be the right fit to support your life and financial goals.