Meet Marie

Senior Financial Advisor


Marie Deary common-sense advice offers people control over their lives and their futures by showing them how to get control of their finances.

She believes knowing how to manage our money is one of the most important life skills for people at every age and has made it her mission to help simplify money matters, increasing financial literacy both now and for the future.

Financial Tips

WMFA is dedicated to teaching everyday people how to plan their financial futures and work toward their goals no matter what their income. You will find tips on how to begin your journey towards financial fitness.

Consulting Options

We offer the following services:

Financial Planning,

Retirement Planning,

Estate Planning,

College Planning,

Business Management,

Business Consulting,

Tax Preparation and Planning,

Credit and Debt Management Education

Real Estate Services


Smart Money Rules
How to Secure Your Financial Future in the New Economy


By Marie Deary

A powerfully simple, must-have manifesto on better money management in the New Economy. 


SMART MONEY RULES is the must-read for anyone searching for a better way to budget, save and invest their money.  It is the call-to-action on budgeting to save, saving to invest, and investing right to secure a comfortable retirement.


Readers will learn how their relationship with money might be holding them back from reaching their financial goals; the importance of seeing budgeting as a friend and not the enemy; and how developing a plan with a financial adviser will help them get their finances under control.


The bottom line: readers who follow these basic yet crucial strategies to budgeting, saving and investing will increase their income and, most importantly, protect what they have, build wealth and the financial stability they desire to secure their financial futures.




3701 Long Beach Blvd. Suite 100, Long Beach CA 90807

Tel: (877) 828-8877

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