Driven by a mission to offer honest, reliable financial advice with integrity and compassion, Marisa launched Siena Private Wealth in 2019. She is committed to empowering clients take control of their financial future with confidence. A CERTIFIED FINANCIAL PLANNER® practitioner and Accredited Estate Planner, Marisa believes in building long-term relationships and providing personalized care.

 

After clerking for a New Jersey Superior Court Judge, Marisa earned her CFP®  designation at Asset Strategies. She continued at a boutique Registered Investment Advisory firm in New York City, where she broadened her perspective on the financial industry, gaining insights that would later shape her vision for portfolio management and client service.

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Beyond her professional work, Marisa is deeply committed to her community, serving on various local boards to give back and support the causes she cares about. Her dedication to both her clients and her community reflects her core values of service and integrity.

 

Education:
J.D., Benjamin N. Cardozo School of Law
B.A. with Honors, Sociology, Vassar College

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Certifications:
Certified Financial Planner™ (CFP), Accredited Estate Planner (AEP)