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Say Goodbye To Our Team Member, Marissa

Say Goodbye To Our Team Member, Marissa

By Richard Riva and Martin Lombrano

Although we are very sad to have to say goodbye to Marissa, our client services associate, we want to express our deep gratitude for her years of dedication and service to Wealth Management Solutions. Marissa is a valued member of our team and will be missed by her colleagues and clients alike. We are very fortunate to have had the pleasure of working with her for the last few years.

Marissa is leaving us to get a master’s degree in psychology. We wish her luck in her studies and all her future endeavors. And, of course, we hope that she comes back to visit us from time to time. We believe our team is like a family and it is hard to say goodbye to a beloved colleague such as Marissa.

We at Wealth Management Solutions strive to bring together the very best and brightest professionals in order to offer our clients the best experience possible in developing and maintaining their wealth management plan. Marissa was vital in bringing such detailed expertise and excellent service to our valued clientele. If you see her around the office in the next few days, please feel free to wish her luck on her academic journey!

We’re Here For You

If you are interested in building a new wealth management plan or tweaking your existing financial outline, feel free to reach out to see what we can do for you. Schedule a complimentary consultation by contacting us at (949) 475-9700 or info@wms-llc.com

Richard Riva

Martin Lombrano



Mastermind Collective – September 14, 2022

Wed, September 14, 2022 from 4:30 PM – 7:00 PM PDT Location:Bahia Corinthian Yacht Club1601 Bayside DriveNewport Beach, CA 92625 Our financial literacy workshop will teach teens and youths the basics of money management, budgeting, saving,

ReimaginINg How Financial Advice and Services are Designed and Delivered

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