Maria brings with her a wealth of knowledge to SB Planning, Inc., having over 20 years of experience in the Financial Service industry. Previous employment with UBS Financial was where Maria served for 20 years, servicing up to 6 Financial Advisors, including Steve Benjestorf. Maria has been with SB Planning since April, 2013.
Maria has worked in many areas in the Financial Service industry and is known for her exceptional service to clients through a very cheerful attitude on the phones as well as assisting clients in their various needs when they call.
Maria has been a Notary Public since 2008, and has specialized expertise in preparing for the Annual Branch Audits, and keeping our Advisors scheduled for annual reviews with clients, opening of new accounts, depositing checks on a regular basis and assisting clients in reading and understanding their statements. Maria is a lifetime resident of Lodi, California.
*Notary Public services are separate and not affiliated with Raymond James