The cornerstone of the Marin Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Liliana provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring her clients always benefit from the highest level of service. Sameer Amin and Bonnie Gunn are the Portfolio Manager and Associate Portfolio Manager who advise and manage client investment accounts, while Liliana helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance