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

April 22, 2019 @ 02:46 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,505.71 -0.20%
Dow Jones Transportation 10,986.49 -0.02%
Dow Jones Utilities 770.62 -0.20%
Nasdaq Composite ETF -0.0%  
Nasdaq 100 ETF +0.1%  
S&P 500 ETF +0.0%  
S&P 100 ETF +0.1%  
S&P Mid-Cap 400 ETF -0.2%  
PHLX Semiconductor Index ETF +0.1%  
OSX Oil Service Sector Index ETF +10.9%  

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