Margarita creates personalized wealth management strategies and wealth plans that help high-net-worth individuals and families preserve what they have built, achieve their life goals and create meaningful and lasting legacies. While the solutions and services she offers are tailored to each client’s unique needs and objectives, her core commitment never varies: to help her clients build a solid foundation on which to make their financial decisions with absolute confidence. Many of her clients have been with her through most of her career of more than three decades.
Her background includes portfolio construction, asset allocation, alternative investment strategies, liability management, retirement income planning, tax considerations, charitable giving, special needs trusts and estate planning services. Often working in concert with her clients’ attorneys, accountants and other trusted advisors, Margarita has the experience and tools to create in-depth wealth plans that help her clients prepare for the future and retirement. A Certified Financial Manager, she has passed the Series 7, 52 and 63 securities exams and holds a life and disability insurance license. Margarita has also been named a North Bay Top Wealth Advisor since 2012.
A native San Franciscan, she is active in a range of community affairs and has served on the Olympic Foundation’s board of directors and the finance committee of the Olympic Club. Margarita earned a bachelor’s degree in psychology from San Francisco State University. She makes her home in Tiburon, California.