Marisa Joelson portrait image

Maya Marisa Joelson

Maya Marisa Joelson founded Meta Point Advisors after several years at Merrill Lynch. 

Maya is a Harvard-trained economist who leverages her two decades of top-level experience across advanced technology, Wall Street, and emerging markets to devise investment strategies for her clients.  

Maya’s clients benefit from her ability to provide savvy active management without the cumbersome costs and structure of mutual funds. Maya enjoys working with her clients to understand their personal needs so she can craft tailored financial plans. 

Maya’s investment views have been featured in The Wall Street Journal and Barron’s.

Maya excels at deriving “meta points” from economic and market data.  She strives to apply these insights to achieve superior outcomes for her clients. Her ability to abstract important concepts and communicate them has differentiated her, whether writing about Russia’s conversion to capitalism while at Harvard, women in business at the World Economic Forum, equity markets in London’s hedge fund community, or collaborative technologies for DARPA program managers.

Maya holds an MPA from Harvard Kennedy School, MBA from Kellogg at Northwestern University, and a BA from Wesleyan University. 

Invest Strategically with Meta Point Advisors and Jackie Cohen

Jackie Cohen

Meta Point Advisors expanded in early 2021 with the addition of Jackie Cohen. She is a trained financial planner, registered investment adviser and insurance agent (life/health and property and casualty, California License #0M68973).

Jackie was previously a financial advisor at Prudential Advisors, and prior to that had been a financial journalist for about a quarter of a century.

Her prior roles included serving as Assignment Editor at Bloomberg News, Senior Editor at The Industry Standard, Personal Finance Desk at CBS MarketWatch, Editor of an American Banker technology magazine and the West Coast Bureau at The Bond Buyer. She also acted as a communications consultant to numerous financial institutions.

Jackie has been featured in The Wall Street  Journal, New York Times, CNN, HuffPo and scores of other titles. Her speaking engagements have included seminars for the Online Marketing Institute, Media Post, IDG, and numerous other ventures

Jackie holds an MA from Claremont Graduate University, a BA from Macalester College, and is a CFP candidate at UC Berkeley.

Our Mission

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavour to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please contact us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.