After 20 years as a teacher, instructional coach, and principal in Los Angeles, Mary Ann embarked on a new chapter that came with a change of scenery and industry. Mary Ann and her husband moved from busy LA to the small mountain town of Mammoth Lakes, California, to have easier access to all of their favorite outdoor activities – snowboarding, hiking, birding, and volunteering with local organizations to support access to nature for years to come.
As for Mary Ann’s change of industry, she has been interested in personal finance since her first days in the classroom. Vicki Robin’s Your Money or Your Life was an early inspiration on her financial journey, and the Financial Independence/Retire Early (FIRE) movement has also been a key part of her journey. She is passionate about empowering others to build a productive relationship with money that helps them to realize their goals and achieve their dreams. She is talented at making the complex comprehensible and helping people achieve big goals through financial planning paired with intentional action.
Mary Ann was drawn to South Bay Financial Partners’ clear vision to provide access to high-quality financial services to as many people as possible by reducing barriers such as net worth, time, income, and location. She also liked the way South Bay offers clients a variety of ways to engage in financial planning, either as an on-going client, for a one-time financial plan or hourly and wanted to join a firm that is fee-only and does not charge its clients any sales commissions or hidden fees. She looks forward to providing support that is individualized to the unique needs of each client.
Mary Ann completed her CFP® coursework, passed the CFP® exam and is a candidate for CFP® certification. The Certified Financial Planner designation is important to her due to its fiduciary standard and commitment to acting in the clients’ best interest.
We are thrilled to have Mary Ann join us as a Junior Financial Planner and have her support clients as well as develop educational resources for our online community, Your Amazing Financial Life.
