Marit MacDonald, JD, CFP®

Marit MacDonald has distinguished herself academically and professionally. After graduating cum laude from Harvard University, she earned her law degree from Santa Clara University and became a commercial real estate attorney. After seven years, she decided to focus her career on personal financial planning. She then obtained her CFP® designation.  She brings her many years of financial experience to the needs and goals of clients.

Marit is committed to providing independent professional advice and services. She is also dedicated to helping you be comfortable with your financial decisions.

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