Customer Service and New Business Administrator
What does financial success look like to you?
To me, financial success is about not worrying (too much) about money. I love the opportunity to work with the OWP team. I am looking forward to learning how to manage my money better and how to diversify my investments. I want to create a financial safety net for my daughters’ future. I want to be able to retire and live in a lovely place: mountain or beach property in my home country. Be able to enjoy time with my family and the simple things in life, nothing fancy.
What is your favorite part about your role?
I am a weird mix of a people person that loves working with numbers. I want to make sure that I am providing the best customer experience and help my team excel in this industry. Getting to know my colleagues, share and learn from them is priceless.
What is the best advice you’ve ever been given?
Family is first, being a parent is my number one job. This is why it’s important to have a great team in place.
How do you like your coffee?
I don’t drink coffee every day, but when I do, I love café con leche (Café au Lait).
Marisol joined the Oakwood Wealth Partners team in August 2022. She provides support to the team. Marisol has a lot of experience with customer service and administrative work in a variety of financial organizations. She lives in Big Bear with her husband Wil, and their two daughters, Sol and Sahara. After work, family time is a priority. They enjoy spending time together cooking, watching movies, listening to music and visiting new places in the beautiful state of California.