Mariam brings over a decade of experience in financial services and client success to every relationship she builds. She holds the Certified Plan Fiduciary Advisor (CPFA) designation and a Series 65 license, pairing technical expertise with a genuine commitment to the people she serves.
Her academic background in psychology runs deep: a Bachelor's from UC Irvine and a Master's in Industrial-Organizational Psychology from The Chicago School. That foundation informs how she listens, communicates, and helps clients feel truly understood.
Trilingual in English, Spanish, and Farsi, Mariam was named a 2025 NAPA Top Woman of Excellence in the MVP category. Outside of work, she enjoys pickleball, yoga, cooking, and spending time with her dog, Mango.
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