When you were a child, what did you want to be when you grew up?
When I was a little girl, I wanted to be a Fashion Designer. I loved to draw sketches and even made clothing (out of paper) for my dolls. But I never learned to sew. As I grew up, I discovered my love for numbers. I had a hard time choosing between Accounting and Business as a major, I chose the latter, and I’ve been working in the administrative field since then.
What is your favorite part about your role?
I am a weird mix of a people person that loves working with numbers. I enjoy working with my colleagues and clients. I strive to provide excellent customer service and to support my team to be successful in this industry. Getting to know, share and learn from my colleagues is priceless.
What is the best advice you’ve ever been given?
Family is priority, being a parent is my number one job. This is why it’s so important to work at a great place with great people.
What publications do you regularly read?
About Entertainment, Money & Finance, Fashion, and Cooking, in this order specifically.
Marisol joined the Oakwood Wealth Partners team in August 2022. She provides support to the team, in the customer service and new business areas. Marisol has a lot of experience from working in a variety of financial organizations. She lives in Big Bear with her husband Wil, and their two daughters, Sol and Sahara. They enjoy spending time together at the school games, at home, and visiting new places in the beautiful state of California.