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

  • Options for Inherited IRAs

    Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

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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 24,964.75 -1.01
Dow Jones Transportation 10,340.60 -1.54
Dow Jones Utilities 673.21 -1.16
Nasdaq Composite 7,234.31 -0.07
Nasdaq 100 6,779.69 +0.13
NYSE Composite 12,763.33 -0.86
AMEX Composite 2,509.73 -0.88
PHLX Semiconductor Index 1,341.53 +1.76
OSX Oil Service Sector Index 136.06 -0.57

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