Search

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 Greatest Gift Podcast

We kick off our Christmas series with “The Greatest Gift” with WealthCoach™ Jamie Ostrander.  It’s a Wonderful Life has some key elements that we place in every financial plan.  We start every plan with a simple yet

Read More...

Money Lessons from the Grinch

Unwrap financial wisdom this holiday season with our Christmas series podcast, “Festive Finances: Lessons from The Grinch” with WealthCoach™ & Retirement Plan Specialist Robert DeVries. Drawing inspiration from Dr. Seuss’s timeless tale, we offer 3 tips

Read More...

Marriage – Your Personal Merger

Join us today with President & WealthCoach™ Laura Chiesman, as she dives into “Marriage, Your personal merger” which promises to empower, educate, and entertain as we navigate the intricate currents of the financial world.  https://firstwavefinancial.podbean.com/e/first-waves-podcast-marriage-your-personal-merger/

Read More...

Follow us on: