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Maria Bongiovanni

Maria Bongiovanni

Investment Advisor Representative

Maria Bongiovanni is an Investment Advisor Representative at NobleMark Financial, and has been working in the financial services industry since 2006.  As an Investment Advisor Representative, she thrives in educating and helping her clients plan and achieve their financial goals through many aspects of retirement planning, education planning,    investment diversification, asset protection, tax issues today and in the future, debt solutions & estate planning.  Financial planning is more than just investments and Maria strives to  provide a well rounded and integrated financial solution to her clients that make them feel comfortable and is presented in a way that is easily understandable to all clients.

Education:

  • Grand Valley State University
  • Bachelor’s Degree in Finance

 

Professional Qualifications:

  • Life, Accident, & Health Insurance Licenses
  • Property and Casualty License
  • Series 7
  • Series 63
  • Series 65

Personal

When Maria is not working on helping families reach their financial goals, she is very focused on her own family. She is married to Joe and is the mother to Isabella, Joey & Dominic. They keep her very busy with their extracurricular activities and she chooses to be very active with their school, serving as the acting Parent Teacher Committee President.

Maria also enjoys charitable work and is currently the treasurer for the Guiding Star Foundation. Their mission is to provide uninsured or underinsured disabled individuals the opportunity to maximize their function, independence and not allow their disability to define their lives.