Maria O.

Client Service Associate at Muirwood Private Wealth

Role: Client Service Associate at Muirwood Private Wealth
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Maria O.

Maria Ojeda joined Muirwood Private Wealth in 2022, bringing more than two decades of…

Experience

Client Service Associate
Muirwood Private Wealth
Dec 2022 — Present · Walnut Creek, CA, US

Education

Paris Beauty College
Esthetician License
2014 — 2014

Contact information

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Work email
m••••@muirwoodpw.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Muirwood Private Wealth

Financial Services · 8 employees · Founded 2020 · Walnut Creek, California, United States

Managing wealth can be complex. Our aim is to simplify. First we listen to you. We understand your goals. Then we build a smart financial plan to get you there. We utilize a time-tested holistic planning process that addresses both sides of your balance sheet. We emphasize education, communication and an appreciation for behavioral finance, as our decades of experience have shown us how emotions and biases can impact investment decisions and results. We are empathetic with our clients, sensitive to family dynamics and proactive to provide smart, tax-efficient solutions. Through our personal attention, responsive service, and clear communication around the planning process, we look to deliver true peace of mind. Thoreau said “Wealth is the ability to fully experience life.” Our goal is to help you realize your wealth. Please see for important related disclaimers.

muirwoodpw.com

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About Maria O.

Experience

Client Service Associate

Education

Paris Beauty College

Find verified contacts for anyone on LinkedIn