Marie Caesar
Founder and Owner at Merging Life and Money | San Francisco Bay Area
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Marie Caesar is a dynamic force in the financial wellness sector, serving as the Founder and Owner of Merging Life and Money. With a profound commitment to empowering overwhelmed professionals, particularly women aged 35 and older, Marie specializes in bridging the often-overlooked gap between personal finance and emotional well-being. Her unique approach combines financial literacy with emotional intelligence, allowing her clients to not only understand their financial situations but also to address the underlying habits that may be holding them back.
At Merging Life and Money, Marie leads key projects that focus on developing tailored financial education programs. These initiatives are designed to equip her clients with essential skills in budgeting, investments, and corporate governance, enabling them to make informed decisions about their financial futures. By leveraging her expertise in strategic planning and business management, she creates customized pathways for her clients to achieve financial independence and peace of mind.
Marie’s extensive background in customer service and executive management further enhances her ability to connect with clients on a personal level. She understands the complexities of managing finances amidst the pressures of modern life, and she is dedicated to providing the tools necessary for her clients to thrive. Whether it’s through workshops, one-on-one coaching, or comprehensive financial planning, Marie Caesar is committed to helping her clients transform their financial narratives, allowing them to live their best lives with the resources they already possess. Her passion for fostering financial empowerment is evident in every aspect of her work, making her a trusted partner for those seeking to reclaim control over their financial destinies.
Founder and Owner at Merging Life and Money in November 2018 to Present
Chief Operating Officer at Coralisle Group Ltd. in April 2012 to March 2018
Chief Operating Officer at Coralisle Group Ltd. in April 2006 to March 2012
Executive Vice-President - General Manager at Coralisle Group Ltd. in April 2000 to March 2006
Executive Vice President/General Manager at Coralisle Group Ltd. in March 1995 to March 2000
Corporate Services Specialist at Appleby in October 1994 to December 1995
Officer at HSBC in July 1989 to August 1994
Supervisor at HSBC in July 1987 to December 1988
Administrator at HSBC in May 1984 to June 1986
Treasury Assistant at Butterfield Group in January 1982 to April 1984
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Management
Team Building
Customer Service
Strategic Planning
Leadership
Business Development
Business Planning
Budget Process
Investments
Pension Administration
Trust Services
Pension Funds
Life Insurance
Corporate Governance
Executive Management
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Discover more about Merging Life and MoneyWhat is Marie Caesar email address?
Email Marie Caesar at [email protected]. This email is the most updated Marie Caesar email found in 2026.
How to contact Marie Caesar?
To contact Marie Caesar send an email to [email protected]. (updated on October 31, 2024)
What company does Marie Caesar work for?
Marie Caesar works for Merging Life and Money
What is Marie Caesar's role at Merging Life and Money?
Marie Caesar is Founder and Owner
What is Marie Caesar's Phone Number?
Marie Caesar's phone (**) *** *** 329
What industry does Marie Caesar work in?
Marie Caesar works in the Financial Services industry.
Marie Caesar Email Addresses
Marie Caesar Phone Numbers
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