Education & Certifications
BS - Business Management, Cardinal Stritch University
Certificate in Business Entrepreneurship, UW-Milwaukee
Investment Adviser Representative License (Series 65)
Organization Involvement
Secure Futures (Money Coach)
Marina Moths
Senior Financial Advisor | Bilingual (English & Spanish)
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Marina brings more than 20 years of experience in the financial services industry and is passionate about helping people make informed financial decisions through practical education and personalized guidance. Known for her engaging teaching style, she simplifies complex financial topics, helping individuals better understand retirement planning, workplace benefits, investments, and the everyday financial decisions that support long-term success. She believes the best financial advice begins with listening, understanding each person's unique goals, and empowering them to take the next right step with confidence.
Fluent in both English and Spanish, Marina is committed to making financial education accessible to diverse communities. Drawing from her multicultural background, she provides guidance that is clear, relatable, and tailored to each person's unique journey. A native of El Salvador, Marina values faith, family, and lifelong learning.
Industry Start Date:
2002
Spectrum Start Date:
2024
Fun Fact:
Marina values experiences over possessions and believes some of life's most meaningful memories begin by embracing new opportunities. She approaches life with curiosity, gratitude, and a spirit of adventure.
Embodying Spectrum’s Principles
By embracing the present moment, I maximize my time and dedication, ensuring the results I value for myself and those around me. In life, we need to juggle many priorities to succeed. For me, balancing time across my career, family, and self-care is essential. I believe it’s crucial to have the flexibility to adjust the time needed for each area without compromising the quality of attention they deserve.