Marci Joachims – Senior Client Associate
Get to know Marci:
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Tell us a little about yourself that isn't financial services based!
I love spending time with my family and finding new adventures in the Bay are and beyond! I also love spending relaxing time at home with my dog and a good book!
How long have you been with Peninsula Wealth? What attracted you to the firm in the first place?
I started at Peninsula Wealth in 2023. What drew me is the people and philosophy of the firm! It’s a very supportive, collaborative environment that really lends itself to the client experience and building relationships.
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What is your favorite part of your job?
Our clients and helping people! I like looking into things and finding the solution and helping to smoothly find the best answer with the best possible results.
What advice do you have for people who are considering financial planning services?
It’s always a great move to have help and to get it from people who are passionate about what is the best way to ensure the best outcomes. Navigating finances can be hard. Put your trust in people who truly want to help!
What is the one principle you apply to your work at Peninsula Wealth?
Work hard. This is something that was instilled in me as a child and I put my heart into what I do – both at work and outside of it!