Mayra Alcantar

Client Services Specialist

|

Alaska|Fresno|Minneapolis|New Orleans

Phone:

(559)-320-8200

As a Client Service Specialist, I am responsible for providing administrative support to our financial planners and delivering excellent customer service to our clients. Drawing from my experience in client-facing positions, I am dedicated to providing a positive and welcoming experience and take pride in going the extra mile. My objective is to assist my team in providing exceptional service to our clients.

‘The mere sense of living is joy enough’ – Emily Dickinson

Raising my family with all the challenges, fun and laughter that comes with watching my kids grow is what brings me the most joy. When not busy with all the variety of motherhood, I love to spend time gardening and nurturing nature. 

 

My life’s biggest milestone: My kids. I have a sassy daughter and an adventurous son that have taught me what life is all about. Also, purchasing my home in 2023 during a tough California housing market felt like a tremendous accomplishment. 

My favorite thing(s): Coffee and bad jokes  

Favorite destination: Pismo Beach, California 

Most effective saving tip: Set saving goals. 

Latest Posts

Play Video

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

Play Video

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.