Expertise: With over twenty years’ experience in advising her clients on making the best financial decisions for their own best lives, Marguerite is skilled at helping her clients build a strong financial house. With her guidance, her clients maneuver a world where the best made plans sometimes may have an unexpected detour. She helps them plan for headwinds so they can enjoy the balmy breezes.
Serves Clients: With a genuine love for helping others, Marguerite is a compassionate listener who naturally connects with people. She builds long-lasting relationships based on trust, integrity and the Golden Rule – treating others as each of us would like to be treated, and making recommendations in the best interest of her clients. Her ability to explain complex financial information with simplicity helps her clients make financial decisions with confidence.
Degrees of Knowledge: As a member of the California State Bar*, Marguerite has deep insight in the law which enables her to communicate more fully with her clients’ counsel. Upon changing careers, she earned her Chartered Life Underwriter [CLU] and Chartered Financial Consultant [ChFC] accreditations, adding her Series 63, Series 66, and Series 7 Registrations to include investments and advisory service to help her clients. Fluent in Spanish and French, in which she earned her Bachelor of Arts degree, she can communicate with others in a number of languages.
Finds Balance: Whether sitting with her feet in the sand at the beach in Santa Monica or visiting family in New York City, Marguerite is at home. Her favorite form of relaxation is preparing a dinner party for family & friends.
*Not practicing JD for Guardian or its subsidiaries or affiliates.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.
