Home - Marielle Dagassan

My 5-Step Process to Master Investing:

Testimonials

"It’s been fantastic having Marielle work with our daughter as her Financial Coach. Marielle is wise beyond her years, and has an impressive resume, having worked with the heavy hitters on Wall Street. She explains financial jargon in terms that are easy to understand. She’s a go-getter and I’m glad we’re on her team!"

Shannon & John Favole

Palm Beach, FL

"Amazing experience that actually taught me how to consciously spend instead of limit myself. I feel I'm able to enjoy my time more now that I’m aware of my spending and where my funds are going. This experience also made me feel more independent and in control of my expenses."

Celine C.

Scottsdale, AZ

Financial Coaching

BASIC

3 SPOTS LEFT!

Want to get started on the basics and understand what investing even is? Stop right here! I will guide you through the ABCs and help you get organized with your finances to build the foundation for your most extraordinary financial future.

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3 1:1 Sessions

ELITE

2 SPOTS LEFT!

Want to build your first MILLION-DOLLAR portfolio? I take you through my 5-step process that empowers you to manage your money with confidence. Together we’ll create your million-dollar portfolio with zero stress and maximum fun!

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5 1:1 Sessions

Bonus:
Money Mindset Masterclass ($597 value)

MASTERY

1 SPOT LEFT!

Want to dive even deeper? This all-inclusive brings you up to speed on EVERYTHING I know about investing. We refresh the basics, build your million-dollar portfolio, and go further to give you the full scoop on investing.

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10 1:1 Sessions

Bonuses:
Money Mindset Masterclass ($597 value)

Adv. Investment Topic ($997 value)

If You're A Parent:

Are you a parent looking to invest in your child's future?

If so, that’s great news. I can teach your young adult the key principles of investing and becoming a steward of your wealth.

Interested in a free intro session? Click the button below & I look forward to serving you and your family.

About Me

Hi, I’m Marielle Dagassan.

After graduating from Indiana University’s Kelley School of Business, I began my finance career working on Wall Street at Goldman Sachs in New York City.

I am driven by a passion for financial education and dedicated to equipping you with the skills and tools for financial success.

Leveraging my expertise in Private Wealth Management, I’ve launched a new venture to bridge the financial literacy gap and empower you to take control of your financial future.

As a dual French and British citizen, you can find me indulging in the vibrant cultures of Europe and skiing in the Swiss Alps.