Investing 101 for Women

We will start from the beginning … What is a stock? A bond? Mutual Fund? ETF? How much do investments really cost? Understanding your investment personality and how to make investment decisions that will help pursue your goals.

About the presenter: Maggie began her career as a financial advisor in 2021. As an advisor, Maggie assists high new worth clients by helping them manage their wealth to meet their financial needs. Her aim is to provide in-depth investment strategies and peace of mind to her clients in regard to anything from family support to retirement solutions. She works with a team who has over 50 years of experience and manages over 600 million in assets. Throughout her career she has had many mentors who helped her expand her comprehensive knowledge of investing and she aims to pass along this same knowledge while also providing clients with a black and white path to meet their goals.
Maggie holds a bachelors degree from Loyola Marymount University. She also hold her Series 7 and Series 66 Licenses.