Our Team

Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.

We believe that better knowledge leads to better financial outcomes for our clients. All of our advice is aligned with our clients’ best interests at heart. We believe in being clinical in our portfolio strategies. We monitor global markets to provide insight and advice to our clients to help them accomplish their long-term financial goals.

Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.

There's strength in numbers, which is why Polaris Wealth Advisory Group uses a team-based approach.

Briggeth Lopez DeLeon
Client Service Administrator

Briggeth is part of the Polaris Wealth Client Service team. She previously worked for JP Morgan Chase and brings over two years of experience in the financial services industry. She enjoys being able to play a role in assisting clients with their financial needs. Briggeth earned her Bachelor of Arts degree in International Relations at California State University, Sacramento. Briggeth grew up and currently resides in San Rafael. In her free time, Briggeth enjoys being outdoors, hiking with her dog, and spending quality time with family and friends.

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Our Team

There's strength in numbers, which is why Polaris Wealth Advisory Group uses a team-based approach.

Briggeth Lopez DeLeon Client Service Administrator

Briggeth Lopez DeLeon
Client Service Administrator