Mariana joined Secure Planning Group as Executive Assistant for Neil Gordon in 2020 following three years at a financial firm. Her career experience includes optimizing and ensuring satisfactory client experiences, directly assisting financial advisors, and managing client services.
In 2019, Mariana obtained her Accredited Investment Fiduciary (AIF) designation, in addition to holding a life and health insurance license. She is working on obtaining her SIE, Series 7 and 66 to become a financial advisor.
Mariana graduated from West Chester University with a Bachelor’s in International Business, and she is fluent in Spanish as well as proficient in Italian. She resides in Manayunk, loves to macramé, and enjoys hiking.