CoverProfile

Maureen Mackowski

Wealth Advisor & Principal

C2C Wealth Management

United States, California, Sausalito

About Me

Moe Mackowski is the Co-Founder and Principal of C2C Wealth Management. Her 40 years in the securities industry has provided her with a wealth of experiences that help define the focus of her current practice. She started as a stock broker for Dean Witter in 1977 where she focused on managing stock portfolios for individuals and institutions. After 25 years in that role, she joined Lincoln Financial where she continued to provide investment advice but incorporated Estate Planning in her recommendations. In 2016 she and Lou Della Valle formed C2C Wealth Management to be able to tailor the type of business they wish to do with the needs of their client base as effectively as possible.

Profile Information

Wealth Advisor & Principal

C2C Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Sausalito

California

United States

May 15, 2024

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