Anne-Marie started Seaside Financial Services in 1994. Her background in business operations, accounting and management gives her a unique perspective in building business strategies for clients. She has been working as an asset manager for over 20 years, creating customized portfolios for individuals and businesses.
Anne-Marie develops financial plans to assist clients in achieving their goals through investment, business, and insurance strategies. She is a former Commissioner of the City of Oceanside Economic Development Commission and a Founding Member and former Board Member of MainStreet Oceanside.
Anne-Marie develops financial plans to assist clients in achieving their goals through investment, business, and insurance strategies. She is a former Commissioner of the City of Oceanside Economic Development Commission and a Founding Member and former Board Member of MainStreet Oceanside.
Services
We work with carriers and vendors to provide our clients with benefit programs that meet their needs. Our team works as an extension of your Human Resources team, offering support to help your employees understand the value of the benefits you are providing. Insurance is a vital part of any financial and risk management.
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