There's Only One FirstWave®

Maria Sulick

FPQP™

Financial Planning Associate

CAREER HIGHLIGHTS

FirstWave Financial®

  • Works closely with our knowledgeable team and WealthCoaches™
  • Research a wide range of complex issues to provide support and exceptional service custom tailored to each of our clients’ needs
  • Coordinates and works with a network of resources from insurance, mortgage, and estate planning professionals as well as Social Security to help to ensure that our clients are well taken care of in all areas of their financial lives

Schneider Financial Group

  • Investment Advisor Representative/Office Administration
  • Responsible for servicing client accounts, including routine client reviews
  • Preparation of portfolio review documents, researching a wide variety of investment options for client presentation
  • Preparing financial plans, planning and hosting educational workshops and other marketing functions, as well as daily office management duties

Snoedel, Inc

  • Owner/Office Manager
  • Co-owned and operated a family owned business for 10 years. Duties included bookkeeping (accounts payable/receivables) as well as marketing and business development

EDUCATION

  • Eastern Florida State College- BS Business Administration/General Management
  • Series 66 License (Uniform Combined State Law Exam)

PROFESSIONAL

  • ABWA (American Business Women’s Association) Oceanside Chapter-President for 2020-2021
  • ABWA (American Business Women’s Association) Oceanside Chapter- President 2019-2020
  • ABWA (American Business Women’s Association) Oceanside Chapter- Vice President 2017-2018

Interested in a

Complimentary Consultation?

Recent Posts

The Many Ways Our Grandparents Give.

By Laura Chiesman

As life expectancies continue to increase so does the number of lucky kids who have multiple grandparents in their lives. Grandparents (and great-grandparents) are key sources of assistance to families and their influence is well documented.

Read More...

4 Conditions that Impact your Money 

By FirstWave Financial®

When are you going to stop worrying so much about your money? When you finish paying for the kids’ college educations? When you pay off your mortgage? When you have saved one million dollars? When? While each of these are great achievements, unfortunately accomplishing them can have you worrying even more about your money.

Read More...

Follow us on: