Maria joined Crux Wealth Advisors in 2021 as Financial Advisor. 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 for their own with her.
Maria spends her days working closely with her clients, always reading and researching to stay on top of the latest in the market. 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 in providing financial guidance or discussing your upcoming vacation plans.
Maria began her affiliation with Raymond James in 1988 and became a Branch Manager in 1994 when she started her first branch in Burbank. Before her career in financial services, 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 professional designation of CERTIFIED FINANCIAL PLANNER® (CFP) (1987) and Enrolled Agent (1992).
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
Raymond James is not affiliated with any of the outside organizations listed above.