Using Education as a Tool of Empowerment
We believe in empowering you with knowledge, approaching our work with the heart of a teacher. Our objective is to help you make more informed financial decisions and feel more confident about reaching your future goals.
Margaret Marapao, CFP®
President, Wealth Advisor
Margaret Marapao is a dedicated CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at SagePointe Wealth Management. With her extensive experience and expertise, she holds securities licenses and insurance agent licenses in CA, WA, and OR. Margaret graduated from the University of Southern California (USC) with a bachelor’s degree and furthered her education by earning her Personal Financial Planning certification from the University of California, Los Angeles (UCLA).
Her journey in finance began on the trading desk, where her exceptional performance led to her promotion as department supervisor at an investment management firm in Glendale, CA. However, Margaret's true passion lies in financial planning, where she focuses on cultivating meaningful relationships with her clients. Her approach involves understanding their unique challenges and empowering them to feel confident that their financial plans and investments align with their priorities and values.
Beyond her professional endeavors, Margaret finds fulfillment in spending quality time with her family and close friends. Margaret's commitment to service extends beyond her professional life; she actively volunteers in her community, serving as a board member and director for HELP of Ojai, and lending her support to organizations such as Habitat for Humanity, Financial Planning Foundation, and USC Day of Service.
Donna Lloyd, FPQP™
Director of Operations
Donna Lloyd's journey in the financial industry began in 1981, straight out of high school, when she embarked on a career at an insurance company. Transitioning to a financial advisory firm in 1987 marked a pivotal step in her professional trajectory. Today she serves as the Director of Operations and a Financial Paraplanner Qualified Professional™ at SagePointe Wealth Management.
Fueled by a passion for her work and a genuine desire to connect with clients, Donna thrives in the dynamic landscape of finance. Her commitment extends beyond the office, as she is deeply ingrained in the fabric of the Ojai community. Donna's leadership is evident through her roles on the Board of Directors for the Ojai Valley Chamber of Commerce and the Ojai Valley Woman’s Club. Additionally, she generously volunteers her time to support the Ojai Unified School District and the Ojai Music Festival.
Rooted in Ojai since 1967, Donna, alongside her husband Robert and their beloved dog Demi, calls Meiners Oaks home. Her professional expertise is complemented by a diverse skill set, including licenses to sell life insurance, fixed annuities, and Long-Term Care, as well as her role as a Notary Public.
In her leisure moments, Donna enjoys reading, exploring the outdoors with Demi, indulging in culinary adventures, and embarking on new travel experiences.
