Mari Peralta, CFP®
Designations and Licenses
Mari is a CERTIFIED FINANCIAL PLANNER™ professional and holds a life and health insurance license in the State of Arizona.
Experience and Education
Mari provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.
Prior to joining Mariner, Mari was a partner and wealth advisor at ADARA Wealth Management, where she provided financial planning and investment management services with a primary focus on helping clients to identify, prioritize and achieve their goals. Before that, she worked at RBC Wealth Management as a senior financial associate. While there, she engaged with clients to deepen relationships, emphasize goals-based financial planning and coordinate implementation of related activities.
In addition to her experience in wealth management, Mari was a member of the Tucson Police Department for 13 years, rising through the ranks with various roles. She ended her time there after achieving the rank of lieutenant, a command-level position.
Mari has a Bachelor of Arts degree in sociology from the University of Arizona.
Personal Interests
Away from the office, Mari is an avid University of Arizona sports fan, especially men’s basketball. She loves to travel and adventure but enjoys a good book and listening to music while at home. She is chair of the Make-A Wish Arizona Southern Arizona Wishmakers Council. Mari is involved with her daughter’s school and extracurricular activities and is a member of her neighborhood HOA events committee.