Maria Cecilia Cuevas

Maria Cecilia Cuevas, B.S., M.S., CRPC, CDFA

Adjunct Faculty Member

mcuevas@callutheran.edu
805-981-3238
By appointment

About

Assistant Vice President, Senior Financial Advisor, Portfolio Manager

Chartered Retirement Planning CounselorSM

Certified Divorce Financial AnalystSM

M. Cecilia Cuevas joined Merrill Lynch in September 2004.  A graduate of the University of Southern California, Los Angeles, Ms. Cuevas earned a Bachelor’s of Science degree in Business Administration, Cum Laude distinction in 1997.  A graduate of California Lutheran University, Thousand Oaks, Ms. Cuevas has earned a Masters in Business Administration in Financial Planning.  Recently Ms. Cuevas earned the financial industry designation of a Chartered Retirement Planning Counselor from the College for Financial Planning.  Ms. Cuevas recently earned the financial industry designation of a Certified Divorce Financial Analyst. Ms. Cuevas possesses a strong background in business operational and financial management.  Serving several years as senior development director for two prominent local non-profit organizations, Ms. Cuevas understands the unique fiduciary duty of non-profit management as well as for profit operations.

Cecilia has been a resident of Ventura County since 1986.  In addition to providing financial advising services for Merrill Lynch clients, Ms. Cuevas served her local city and community of Fillmore, California as a Councilmember and Mayor Pro Tem during her two four year terms November 2000 to November 2008.

Cecilia has a long history as an advocate fighting violence against women.  Formerly, she provided leadership statewide as Board President for the California Coalition Against Sexual Assault (CALCASA), based in Sacramento, California and as a Board Member of the American Red Cross of Ventura County Board of Directors.  Other volunteer service includes having served as a past Board Member for the California State University at Channel Islands President’s Advisory Board and the Ventura County Emergency Housing Assistance Program.  Currently, she serves in her second term as a Director of the 31st District Agricultural Association, Ventura County Fair, a four year term Governor appointment.  Ms. Cuevas is also serving as a Board Member of Worldmark by Wyndham, a 230,000 member, 70+ resort timeshare owner and membership.

Ms. Cuevas is deeply committed to providing professional advice and guidance to her clients for management of their personal and business wealth.

Education

B.S., Cum Laude, University of Southern California, Los Angeles, CA

M.S., California Lutheran University, Thousand Oaks, CA

Expertise

Chartered Retirement Planning CounselorSM 

Chartered Retirement Planning Counselor is a registered service mark of The College of Financial Planning.

Certified Divorce Financial AnalystSM

Certified Divorce Financial Analyst is a registered service mark of The Institute of Divorce Financial Analysts.

 

©