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 got her start in the financial world in 1981, right after high school, working at an insurance company. In 1987, she made a move to a financial advisory firm, which helped shape the career she’s built today. She’s now the Director of Operations and a Financial Paraplanner Qualified Professional™ at SagePointe Wealth Management.
Donna truly loves what she does, especially getting to know and work with her clients. She’s also very involved in the Ojai community, serving on the Board of Directors for both the Ojai Valley Chamber of Commerce and the Ojai Valley Woman’s Club. In addition, she is a member of the Ojai Women’s Fund, volunteers at the Tea Tent for the Ojai Tennis Tournament, and has volunteered with the Ojai Unified School District and the Ojai Music Festival.
Having lived in the Ojai Valley since 1967, Donna calls Meiners Oaks home with her husband Robert and their dog Demi. Along with her professional experience, she’s licensed to sell life insurance, fixed annuities, and Long-Term Care, and she’s also a Notary Public.
When she’s not working, Donna enjoys reading, spending time outdoors with Demi, trying new foods, and traveling to new places.
