My Recognition

Accomplishments

Mary has been the recipient of numerous awards including:

  • 2017 San Diego Uptown Gold Award Best Financial Planner
  • 2016 San Diego Downtown News Financial Advisor Gold Winner
  • 2016 Gay San Diego Best Insurance Broker
  • 2014 San Diego General Office Agents Advisory Council
  • 2013, 2014, 2015, 2016 Gay San Diego Financial Adviser Gold Winner
  • 2012 New York Life Pacific Zone Investment Annuity Leader
  • 2012 San Diego General Office Agent of the Year
  • 2012 Tom Homann Law Association Outstanding Service to the Community Award
  • 2011 San Diego Pride Community Service Award
  • 2009 San Diego General Office Agent of the Year
  • 2009 Mind Master’s Entrepreneur of the Year

Calculators

Newsletters

  • Key Tax Breaks for Business Owners

    Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,527.27 +0.64%
Dow Jones Transportation 9,833.81 +0.03%
Dow Jones Utilities 753.54 -0.45%
Nasdaq Composite 7,098.31 +0.95%
Nasdaq 100 6,763.96 +0.89%
NYSE Composite 11,943.29 +0.70%
AMEX Composite 2,407.88 +1.01%
PHLX Semiconductor Index 1,198.90 +1.47%
OSX Oil Service Sector Index 94.98 +1.43%

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