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

  • Settling an Estate

    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

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Market Watch

August 20, 2018 @ 09:45 AM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,669.32 +0.43
Dow Jones Transportation 11,227.80 +0.33
Dow Jones Utilities 743.96 +0.40
Nasdaq Composite ETF +0.1%  
Nasdaq 100 ETF +0.0%  
S&P 500 ETF +0.1%  
S&P 100 ETF +0.2%  
S&P Mid-Cap 400 ETF +0.1%  
S&P Volatility Index ETF -9.5%  
PHLX Semiconductor Index ETF -0.4%  
OSX Oil Service Sector Index ETF +3.7%  

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