Meet Our Team
Mary L. Stockton, CFP®,CLU®, CLTC, ChFC®, RICP®
Financial Adviser
Mary has been a successful Financial Adviser with Stockton Financial and Insurance Services for over two decades. She has the designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certification in Long Term Care Planning (CLTC) among others. She specializes in Retirement Planning for Women Executives and Business Owners in both the Greater San Diego and Boston areas, to help them to crystallize their dreams and develop strategies to help achieve their financial goals. Working closely with CPA's and attorney's Mary enjoys a team approach to help clients grow and protect their assets.
Prior to moving to San Diego, she was the business owner of a bookstore in Boston, MA. Her business became a valuable cultural center and she was honored with the Helen Diner Community Leadership Award. Her community work here in San Diego includes serving on many boards including arts organizations, community foundations, and service organizations.
Sandra Taylor
Client Coordinator
Sandra Taylor is an executive assistant for Stockton Financial & Insurance Services and has been with New York Life for three years. Within her role, Sandra assists clients, schedules agent /client appointments, and prepares the paperwork for the office and its staff. Sandra finds true fulfillment in her work because of the opportunity it provides to interact with and help the agency’s clients. When she is not at work, Sandra spends her time gardening, travelling, listening to music, and fundraising for local non-profits.
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