Maria joined Crux Wealth Advisors in 2021, opening our first office in Burbank, CA. Her approach to financial planning is through education. After taking time to get to know her clients, including their life plans and goals, she explains the options available to help meet those goals. She introduces people to the best ways their money can work for them. She strives to ensure that her clients have sufficient funds to last throughout their retirement years, including the educational expenses necessary for their children. Because of Maria’s passion in helping her clients through life’s many transitions, she has established long-term relationships with them. She has watched her clients’ children and grandchildren grow up, establish their own careers, and create financial plans of their own with her.
Maria spends her days working closely with her clients, always reading and researching to stay on top of the latest market news. Her clients rely on her for quick answers to questions on a wide variety of topics, especially where taxes are involved. She is easily approachable- whether it’s asking for financial guidance or discussing your upcoming vacation plans.
Prior to becoming part of the Crux Wealth Advisors team, Maria began her financial services career with Raymond James in 1988 and became a Branch Manager in 1994 when she started her first branch in Burbank. Before her career in finance, she worked as a chemist for a large pharmaceutical firm in Los Angeles. Maria earned her Bachelor of Science degree in Chemistry from Adamson University in Manila, Philippines, and her Master of Business Administration from Pepperdine University in Los Angeles. She later earned the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP) (1987) and Enrolled Agent (1992).
I am originally from the Philippines and now live in Burbank, CA. I like to stay involved in my professional community and am a member of the CERTIFIED FINANCIAL PLANNER® (CFP) Board, the National Association of Enrolled Agents, California State Enrolled Agents (currently President of the California Society of Enrolled Agents – Los Angeles Chapter) and the National Association of Tax Professionals.
When time allows, I love to travel to different parts of the world and learn from new cultures and old traditions.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
