For Mahalene, financial planning is so much more than a job; it’s a calling. As a proud daughter of Filipino immigrant parents and seeing them start from nothing to becoming very successful entrepreneurs, she has always known her life would be spent communicating the importance of saving and investing to others. Now with more than eleven years of experience behind her, she continues to serve as a resource helping others achieve balance in their lives armed with knowledge about their personal finances.
No one loves the city of San Diego more than Mahalene. Born and raised, she cannot be taken away from the ocean! Mahalene attended the University of San Diego and graduated with a degree in Business Administration with an emphasis in Finance. A working mom of two (three if you include her dog, Guiness), she has a gift for being a living example of gracefully balancing family, work and community service. Her authenticity shines through as she diligently works alongside clients truly forming a partnership, and often times, a friendship.
When you visit Vista Del Mar Wealth Management, you’ll find Mahalene is much more interested in your story than your account numbers. She holds her client relationships in high regard, and has been known to go above and beyond to serve the needs of others. An advocate for the environment, Mahalene wants to do her part in protecting the beaches and water sources in San Diego. She stays active in the community by hosting neighborhood clean-ups and volunteering with local organizations.
Mahalene has an adventurous spirit, and loves to travel both domestically and abroad. She incorporates her experiences from learning about different cultures to bring a well-rounded approach to her business. To relax, she enjoys a good book, or you’ll find her outdoors with her family enjoying what nature has to offer.