Marie Cadwallad Draper,  CFP<sup>&reg;</sup> - Financial Advisor

Marie Cadwallad Draper, CFP®

Financial Consultant

Sagemark Consulting/Lincoln Financial Advisors

18400 Von Karman Ave, Suite 400, Ste 400
Irvine, CA 92612
(949) 660-0661

General

Marie Draper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sagemark Consulting/Lincoln Financial Advisors in Irvine, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Planner

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources