Marcela “Marcee” Juarez

Marcee Juarez is a professional in the financial service industry, currently embarking on her second successful year. During her first year at her previous firm, she earned two prestigious awards for exceptional practice development, which commendably reflect her unwavering commitment and dedication to her work.

Prior to her career in finance, Marcee worked for a nonprofit Community Health Center for 10 years, driven by its values and the meaningful impact it made within the community. This experience instilled in her a deep sense of empathy and a passion for helping others. Drawing from her previous role, Marcee now focuses her expertise on supporting business owners, women in business, and families in in helping them achieve their financial goals. As a fluent Spanish speaker, Marcee possesses the invaluable ability to connect with and serve the Hispanic Community. Being an immigrant herself, she understands the challenges faced by individuals who have had to adapt to a new country and language. Marcee’s personal journey of learning about financial matters from scratch fuels her dedication to ensuring that others have access to reliable guidance and support.

In addition to her professional pursuits, Marcee is a loving mother to her eight-year-old son, Eli. Her firsthand experience raising a child with ADHD has deepened her understanding of the unique financial considerations and challenges that families may encounter in similar situations.

Marcee brings a compassionate and culturally sensitive approach to her work. She is passionate about empowering her clients to overcome their financial anxieties, providing them with the knowledge and resources they need to help navigate their financial journey with confidence.