Maria Filindras
Financial Advisor
About
Maria Filindras is a financial advisor, a licensed Life & Health insurance agent in California, and a member of the Financial Review Council at Policygenius. She holds FINRA Series 7 and Series 66 licenses, as well as an economics degree from the University of Southern California. Previously, she served as a financial advisor for LA Wealth Management and AXA Advisors. In these roles, Maria built financial plans for individuals, families, and companies with managing personalized investment portfolios with an emphasis on socially responsible (SRI/ESG) investing.
Experience highlights
From 2018 to 2021, Maria was a financial advisor at LA Wealth Management in Long Beach, California, where she helped individuals, families, and companies create financial plans and sustainable investment portfolios.
Previously, Maria was a financial advisor at AXA Advisors, where she oversaw the hiring of new advisors along with their training.
Maria holds up-to-date FINRA Series 7 and Series 66 licenses, and completed an economics degree at the University of Southern California in 2015.
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Want to interview a Policygenius expert?
Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.
press@policygenius.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Selected stories from Maria
Split-dollar life insurance: What it is & how it works
Updated | 2 min read
Split-dollar life insurance lets two parties share a permanent policy’s costs & benefits. Learn how it works for businesses & estate planning.
Key person insurance: How it works & why your business needs it
Updated | 2 min read
Key person insurance protects your business if a key employee or owner dies. Learn how it works and how much coverage your company may need.
What is corporate-owned life insurance (COLI)?
Updated | 3 min read
Corporate-owned life insurance protects businesses from financial loss if a key employee dies. Learn how COLI works & how it’s regulated today.
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