Mavel  Becerra

Mavel Becerra

Client Relationship Manager

I am a Client Relationship Manager at Marigold Financial Partners, where I prioritize client satisfaction and strive to build strong connections with those we serve. My approach to client engagement involves taking the time to truly understand each client's financial needs and objectives, allowing me to deliver personalized and comprehensive service.

With a background at Wells Fargo spanning 17 years in various roles, including a decade as a community outreach consultant, I acquired my licensing in 2020 to pursue my passion in the finance industry. Known for my expertise as a financial educator, I am deeply committed to providing financial education to underserved communities, empowering families and enhancing their financial literacy.

I graduated from the University of California, Irvine, with a Bachelor of Science Degree in biology and a minor in women's studies.  In 2018, I completed a Master's Degree in leadership and management with a focus in organizational development from La Verne University.

Residing in the City of Mission Viejo, I find joy in spending time with my family, surfing, and participating in marathons.

I am a registered sales assistant with LPL Financial.