Maria Vallejo-Meza - RICP

Financial Paraplanner

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Maria Vallejo-Meza has been in the financial industry since 2013, after studying Business Administration and Economics at Santa Barbara City College and CSU Channel Islands. Her experience includes bi-lingual 401(k) participant education, and operations team management. She currently holds the FINRA Series 6, 7 and 63 securities licenses as well as the Retirement Income Certified Professional (RICP®) designation and has obtained a California Insurance License.

Maria was raised in our beautiful Santa Barbara from the age of two. She is grateful to be bilingual and enjoys music and poetry in both Spanish and English. Maria makes it a point to dedicate some of her free time to educating our local communities on finance, and volunteering lunch hours to kids’ summer programs. She believes in being a helpful hand whenever possible, especially when she is passionate for the cause at hand. She loves traveling because she feels it gifts her with the opportunity to experience some of the many beautiful cultures around the world. India, Cuba, Peru, and Mexico top her list of favorite countries visited. Lastly, Maria thoroughly enjoys her occupation, and spending time with her adored friends and family.