Meet Mariza (Mu-Tin) Wultsch, CFP®
“After 12 years of working with large and small companies in the financial industry, I’ve come to love the flexibility of our firm in providing customized solutions for a client’s unique needs.”
EDUCATION / CERTIFICATIONS:
- BS Finance, Arizona State University, 2004
- MBA, Thunderbird School of Global Management, 2006
- CERTIFIED FINANCIAL PLANNER™ certification
- Board Member, Mandarin Chinese and Spanish Immersion School
While working at Charles Schwab, Mariza’s love for helping people realize their goals through financial planning became a career path that led her to our team. Brown Financial’s holistic approach to planning is a perfect match for her pleasant demeanor. Get ready to receive a Mariza smile!
Mariza spent part of her life in Taiwan and still loves to travel with her husband and two daughters. She also enjoys reading and spending time with her newest family member, a Berndoodle puppy.
Maximize Your Financial Potential
TRUE PLANNING CYCLE
Learn more about our holistic approach to helping you achieve financial success in areas such as retirement, investments, taxes, estate planning, and more.
Wealth Management Services
Explore our common sense investment management process, which aims to reduce investment risk while maximizing the potential in your investment portfolio.