Manager of Client Experience
Maria Tupas joins us most recently from a Financial Advising, Estate & Tax Planning firm. In her prior role, she served as the office and operations manager and the primary tax preparer in the firm. Her focus was to drive efficient processes and enable advisor capacity to drive revenue of the organization.
Maria has more than six years of experience in the Financial Service Industries and more than 25 in Client Service Relations. She is a CA Registered Tax Preparer, Notary Public, and holds a CA life and health insurance license.
Aside from time with family, friends and nature, Maria dabbles in gardening and piano.
909-296-6600 Ext 104
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