Meet the Team

Marisol Fung, CIMA®

Director of Portfolio Management
Direct: (425) 531-7335
Office: (425) 467-1011 Ext. 235
Email: marisol.fung@avieradvisors.com

Providing clients with strategic investment solutions

My Role

As Director of Portfolio Management, I collaborate with Avier’s team of Lead Advisors, Associate Advisors and Client Service Associates to provide clients with strategic investment solutions.  I look forward to utilizing my background with new clients.

My 25 years of experience has provided me with expansive knowledge in many different aspects of the financial industry.

I started my career in Equity Research and worked at various Wall Street firms including Deutsche Bank, UBS PaineWebber, Legg Mason, Stifel Nicolaus.  I’ve also worked with high-net-worth clients at various RIAs and at Charles Schwab in their Estate Services Team.  

My Story

I live in Chandler, AZ with my husband, Vic and our teenagers Ryan and Katie. We enjoy spoiling our dog (Dukey) who is a chihuahua pug mix.  I was born in Tenerife, Spain, moved to New York when I was 10, and became an Arizona resident in 2006.

In my spare time, I can be found at dance competitions cheering my daughter on. I like to bake and work on DIY home improvement projects.  Since we are landlocked in Arizona, we try to vacation at tropical beach destinations.  We’ve visited Hawaii, Bahamas, Turks & Caicos, Jamaica, St. John, Cozumel, Puerto Rico, and Mexico within the past 10 years.

Education

Bachelor of Arts in Economics, New York University

Designations

Certified Investment Management Analyst®

Licenses

Series 65