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Marisa DiLorenzo  Davidson

Marisa DiLorenzo Davidson


With 18 years of experience, Marisa became passionate about financial planning watching her family go through a very complex estate planning situation which involved a beautiful property in the Pacific Northwest, a 103 year old great grandmother, and 5 generations of family. She is now an advocate of financial education and has dedicated her career to helping others achieve their financial goals. As a Certified Holistic Financial Coach, her process helps clients navigate their assets, discover what their assets can do for them and implements strategies to help them reach their goals.

Marisa, her husband Mike, and their daughters enjoy hiking, golf, Husky football, and chasing their dogs around the dog park.

California Insurance License #: 0I72188 Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. is not owned or operated by Equitable Advisors, LLC or its affiliates.