Marcia is licensed as both a Financial Advisor and an Enrolled Agent (EA). In 1987 Marcia began her career in customer service as a tax analyst for a major California tax software company. She holds a BS degree in Finance from San Jose State University.
As the owner of Sage Tax & Financial Solutions since 1985, Marcia has over 30 years of experience in the tax and financial industry.
“I consider myself most astute to the big picture, and how one movement of the puzzle affects the other. I find this kind of problem-solving is exciting – especially with the challenges of our current economy.”
This big picture approach is helpful for client's due to the complexity of one’s finances and tax as it relates to all other aspects of their success in meeting their goals.
Marcia currently resides in Newcastle and has been actively involved in the Newcastle community over the years. She is married with three sons and enjoys cycling and hiking in the Sierras.
- Registered Representative
- Investment Advisory Representative
- CA Insurance Agent 0F34613
- Enrolled Agent license
- National Society of Enrolled Agents
- California Society of Enrolled Agents
- California Society of Tax Consultants