Alexis Marriott

Background

About Alexis Marriott

I am an Associate Wealth Advisor at Wealth Architects in Mountain View, where I help individuals and families align their financial lives with their values, goals, and long-term vision. At Wealth Architects, we take a holistic, client-first approach to wealth management, integrating investment planning, estate strategies, tax coordination, and insurance into one cohesive plan, focusing on how we can help our clients to use their resources to create a happy, healthy, and fulfilling life for themselves, their families, and their communities. I am proud to be part of a firm that values collaboration, thoughtful strategy, and meaningful client relationships. I earned my bachelor’s degree in Business Administration with a concentration in Financial Planning from California State University, Monterey Bay. I graduated with one of the highest GPAs in my year and was repeatedly recognized on the Dean’s List for academic achievement. I have completed the educational coursework required to sit for the CFP® exam and gained hands-on experience during my education through two internships with SEC-registered RIA firms. I enjoy financial problem-solving and find satisfaction in designing strategies that support both long-term goals and everyday life decisions. I continuously seek to improve my skills and deepen my knowledge through ongoing professional development. Through my internships, academic career, work as an administrative assistant, and volunteer leadership roles, I have developed strong skills in time management, organization, client communication, and project coordination. Outside of work, I’ve demonstrated a longstanding commitment to community involvement. Since 2014, I’ve volunteered in a wide variety of roles and was honored to receive the President’s Gold Award for Community Service in 2018. My most notable experience was as a head coach with AYSO, where I contributed over 300 hours across four seasons developing practice plans, managing schedules, and fostering teamwork for a youth soccer team. I also supported a local elementary school as a tutor and yearbook committee member, and volunteered in a reforestation project in Costa Rica through my work as a Girl Scout. I am passionate about helping others find clarity and confidence in their financial decisions. I look forward to continuing to grow in the wealth management field and supporting clients through life’s important transitions.