Maria-Elena Ronér, CFP®
Senior Financial Advisor
Maria-Elena is a Senior Financial Advisor, focusing on financial planning with clients and working with them to reach their long-term goals. She is passionate about the need for estate planning.
Maria-Elena has been in the financial services industry since 2004. Prior to joining the firm, she was a Wealth Manager at USAA, advising high net worth individuals in the San Francisco Bay Area. Prior to USAA, Maria-Elena was part of an advisory team that managed over $2 billion in assets at Merrill Lynch Private Banking & Investment Group. She received her Bachelor of Arts in Economics from the University of California, Berkeley and is a Certified Financial Planner™.
She lives in Marin with her husband and their two children. She enjoys traveling, trail running, speaking Italian with her children and spending time with her family.