Maureen has been licensed in the financial services industry since 1994 and has worked in the practice with her Father since she was a teenager. Over the years she has earned many licenses and designations allowing her to provide virtually endless investment choices for her clients. Maureen has a practical and common sense approach to financial planning. When working with clients, she has the ability to analyze their current situation and design a specific individualized plan to assist them in realizing their goals.
Maureen is married and has two daughters. In her spare time she enjoys traveling, swimming, and gardening.
Bachelor in Business Administration - University of San Diego.
CERTIFIED FINANCIAL PLANNER™ (CFP) - College for Financial Planning, Denver, CO
Certified Fund Specialist (CFS) - Institute of Business and Finance, San Diego , CA
Insurance Licensed - Insurance and Annuities, CA License Number 0G96236
Registered Representative - Sigma Financial Corporation
Registered Investment Advisor - Sigma Planning Corporation