Marian Chapla-Breault Is an LPL Registered Representative and an LPL Investment Advisor Representative. She holds the following Qualifications:
- Investment securities registrations Series 6, 7, 63 and 65 currently held with LPL Financial.
- Insurance licenses of life, health, disability & property & casualty under CA Insurance Lic. # 0D75726.
- Certified by the State of California in the Long Term Care Insurance Partnership program A Certified Long Term Care Insurance, CLTC, designee
Marian is dedicated to developing lasting relationships with all of her clients. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.
One of the outstanding benefits of working with Marian is her ability to provide clear, easily understood explanations of financial products and services. Marian's passion for helping to protect families & assets, issues regarding seniors, and her experience in long-term care insurance is supported by her holding the designation of CLTC. The personal program that Marian can provide is a roadmap to working toward a more secure financial future.
Marian received her Bachelor's degree from the University of California, Berkeley in 1977. After working in the large corporate environment for 22 years and attaining multiple awards in her General Manager position, she transitioned to financial services in 2001. Her shift included using her core knowledge in the vast phases of goal setting, financial bottom line management, health, life and retirement benefit plans assessment, user-friendly people skills coupled with her positive energy.
Marian is an avid volunteer Senior Services communities, on the Liturgical and Hospitality Committees of her church, has been an active ambassador of the San Juan Capistrano Chambers, awarded as San Juan's ambassador of the Year in 2010, has served as chapter President, Vice President and Lead Mentor for Business Network International, is part of the Orange County UC Cal Alumni Association, and avid supporter of the OC Women's Council of Realtors, hosting and speaking at financial services events " Women, Wisdom and Wealth".
She is proud to say she is part of the "Sandwich Generation" and is blessed with sharing her life with her incredible & fun husband, her wise rapier-wit mother, five "absolutely diverse" adult children and one "still in our nest" elementary school daughter.
"Who needs an empty nest?"
To this point, Marian recognizes that each of her clients has their own unique spheres of relationships, responsibilities & influences thus needing a tailored and monitored solution for their ever-evolving lives.
Marian's business philosopy is truly about:
"Caring for Everyone in Your Circle"