Maria Manrique

Retirement Plan Service Associate

As a Retirement Plan Service Associate at Focused Wealth Management, Maria is passionate about empowering plan participants through comprehensive education and demystifying retirement planning, making it accessible and understandable for everyone. Maria excels at building strong client relationships while fostering their financial well-being. She uses her expertise to equip her clients with the knowledge and tools needed to navigate the complexities of retirement saving and investing. Maria actively pursues ongoing education to stay at the forefront of retirement planning strategies. She currently holds her Series 7, Series 66, and Life and Health Insurance licenses.

Maria’s transition from an administrative role provided a valuable foundation across various financial industry sectors. Her ability to apply this knowledge in daily operations has significantly bolstered her expertise. Maria graduated from the State University of New York at New Paltz with a bachelor’s degree in finance in December of 2020. Before coming to Focused Wealth Management, Maria held the Sales Execution Team Specialist position for a leading financial firm. In this role, she developed extensive insurance knowledge, working closely with advisors and underwriters to analyze financial needs, assist in financial planning, and complete state-specific requirements based on individual recommendations.

Motivated by a desire to make a difference, Maria, a bilingual dual-citizen, is determined to leverage her skills and passion to forge a successful career with a lasting impact.

Maria likes to stay active in her free time by going on runs when the sun comes up. She enjoys time with friends and visiting her family in Colombia.