Marilyn Rutland

Marilyn Rutland

Operations Administrator


Marilyn has worked in the financial services industry for over 30 years with a strong focus on customer service and compliance. As the operations administrator of our office, she is responsible for seeing all of the required forms are issued and signed. She likes to describe her job as the bridge between the creation of a financial plan and the achievement of our client’s investment goals. She holds Series 7, Series 24 and Series 63 securities registrations.

Marilyn comes from a large family of 4 brothers and 2 sisters who have produced 14 nieces and nephews. The formative years of her life were spent in the San Francisco Bay Area, attending San Mateo High School and San Jose State University. Armed with a BA in History and full of goodwill and optimism she was determined to make her way in the world.

Based on the recommendation of her little sister’s boyfriend’s father, she was hired as a bank teller by a man who openly stated he appreciated her legs this gives you an idea of how long ago this was. She ended her career in banking as an AVP and Private Banking Officer. Marilyn enjoys helping people feel comfortable discussing their financial fears and needs as well as their dreams.

Marilyn has a strong belief in the need to “give back” to her community and currently serves on the board of the Epilepsy Foundation of San Diego County and as Treasurer of the Combined Health Agencies board of directors. Additional non-profit interests include the Center for Social Advocacy and the San Diego Madres. Her passions are all her nieces and nephews and baseball.