With over 20-years as a wealth manager, Maria provides individual and
multi-generational family wealth planning. She helps her clients prepare
to live long and fulfilling lives through investment advice and protection/
retirement strategies, while strengthening their financial legacy. Maria has
been a member of the Bergen County Estate Planners organization since
2017.
Maria is a Registered Investment Advisor. She has her Series 7 and
Series 66, and she holds the following credentials: CERTIFIED FINANCIAL
PLANNER (CFP®), professional certification and Retirement Income Certified
Professional (RICP®) designation.
Bergen County Journal January 2026