Maria K. Petate

Operations Manager

Phone: 415.898.4439

Email Me

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Maria Petate, Operations Manager at Valley Oak Wealth Management has over 10 years of experience in the financial services industry, providing support for individuals and multiple Financial Advisors. Maria served as a paralegal for 5 years in the debt management industry where she helped negotiate client’s debts to avoid garnishment. She later joined an LPL Financial branch in San Francisco as a Financial Associate, and later as an Operations Manager where she was responsible for providing service to client’s and their accounts.

Maria enjoys creating innovative and efficient processes to manage the firms’ time, in order to give our clients the personalized attention that they deserve, and allow the firm to focus on crafting investment strategies along with managing investment portfolios.

At Valley Oak Wealth Management, Maria continues her high standards of service and support. She enjoys not only helping  clients every step of the way but she is also passionate about having the team with work together as one, in any given situation.

When Maria is not in the office she enjoys expanding her academic career and spending time with her two dogs, Jubilee and Dixon, teaching them new tricks.