Maria Bongiovanni is an Investment Advisor Representative at NobleMark Financial Strategies, and has been working in the financial services industry since 2006. As an Investment Advisor Representative, she thrives on educating and helping her clients plan and pursue their financial goals through many aspects of retirement planning, education planning, investment diversification, asset preservation, tax issues today and in the future, debt solutions & estate planning. Financial planning is more than just investments and Maria strives to provide a well rounded and integrated financial solution to her clients that make them feel comfortable and is presented in a way that is easily understandable to all clients.
- Grand Valley State University
- Bachelor’s Degree in Finance
- Life, Accident, & Health Insurance Licenses
- Property and Casualty License
- Series 7
- Series 63
- Series 65
When Maria is not working on helping families reach their financial goals, she is very focused on her own family. She is married to Joe and is the mother to Isabella, Joey & Dominic. They keep her very busy with their extracurricular activities and she chooses to be very active with their school, serving as the acting Parent Teacher Committee President. Maria also enjoys charitable work and is currently the treasurer for the Guiding Star Foundation. Their mission is to provide uninsured or underinsured disabled individuals the opportunity to maximize their function, independence and not allow their disability to define their lives.
Schedule a Meeting Today!
Neither Royal Alliance Associates, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.