Paraplanner and client support specialist
Mariana directly supports the client activity for both Aries and Kathleen. As a paraplanner she coordinates client meetings, service requests and all levels of advisor support for the planning work we do for clients.
Prior to joining the San Diego Wealth team, she worked in the customer service industry for over 10 years. She enjoys data analysis and providing exceptional service to clients.
Mariana graduated from Cal State Fullerton with a B.A. in economics and a specialization in quantitative analysis.