Award Winning Registered Investment Advisor*

Marielle Trinidad

Operations Specialist

Marielle Trinidad holds a Bachelor’s Degree in Secondary Education and a Master of Science degree, reflecting her deep commitment to academic excellence and lifelong learning. After a rewarding career in education, she transitioned into the financial services industry, where she now serves as an Operations Specialist with Falcon Wealth Planning. In this role, she brings the same dedication, efficiency, and leadership that defined her years as an educator, contributing to the firm’s continued success.

Marielle’s background in education has equipped her with a strong foundation in organization, attention to detail, and process-driven thinking—all qualities she now applies to optimizing operations and supporting both colleagues and clients. Her professional journey, from classroom to financial services, highlights her adaptability, resilience, and passion for creating meaningful impact wherever she serves.

Outside of work, Marielle finds joy and inspiration in her family life. She is happily married and a proud mother to a beautiful daughter, embracing the balance of career and motherhood with the same grace and dedication that define her professional path.