More about Marcella
Your Financial Advocate:
Marcella helps prepare for life events.
Some events can have profound financial implications, whether one prepares for them or not.
Cornerstone life events like marriage, job change, children, sending kids to college, divorce, parental care, death and retirement can be stressful events with enormous financial consequences.
Marcella’s role is to work with you to help navigate life events, those that are certain and the unexpected. Working with you, Marcella will help you set clear financial goals and create investment strategies to achieve those goals.
The right investment strategy can allow one to become financially secure and prepared for all life events and ultimately a happy retirement and a legacy.
Women & Investing:
Because women tend to get harder hit by crises such as divorce and family emergencies, Marcella’s focus is on preparing women for the unexpected.
Generally women tend to be more conservative and risk adverse. Women tend to live longer than their partners and spend more time in retirement. Marcella works with women to educate them about risk and takes time to explain and analyze risk and it’s place in investment selection.
Marcella is passionate about empowering women and helping them take charge of their wealth management affairs.
Marcella has a Master’s degree from San Diego State University (1995) and a Bachelor’s degree in Economics from the University of California, Davis (1985). She began her career as a stockbroker in Denver, Colorado. She returned to California where she worked as a Financial Advisor at North Island Federal Credit Union. She created her own Independent Financial Planning Practice in 1999. Marcella joined Capital Growth, Inc. in 2010 in order to provide a broader investment platform to her clientele.
Marcella resides in San Diego with her husband and their two children. She is a California native and grew up on a dairy farm in the Imperial Valley. Marcella enjoys spending time with her family, golf, indoor soccer, skiing, masters swimming and is an avid reader.
Marcella holds a number of professional licenses and certifications including:
Professional Licenses and Certifications:
- FINRA series 7, 24, 63 and 65
- Certified Financial Planner®
- Life, Health & Disability Insurance Licensed