Broker Check

Our Executive Team

Executive Team

  • Married for over two decades with three children
  • BS in Business Administration with an emphasis in Marketing
  • Master’s in Education
  • 28 years in planning, sales and customer service
  • Over a decade in the Insurance and Financial industry
  • Regional Director (1st female) for a 138 year old fortune 500 publicly traded company with over 300 locations

- CA insurance License #: 0C27260
- 22 years in the Financial Services Industry
- Licensed in CA for Life Accident and Health, Property & Casualty
- Registered Representative, FINRA Series 7, 63, 65 & 24 (Registered Principal) licensed
- 8 years as a practice management consultant working with some the country’s top producing financial advisors
- Passionate about mentoring and developing new and experienced financial professionals
- San Diego Resident for over 30 years
- Father of two teenage children

 

  • CA insurance license #: 0K59042
  • Masters in Counseling Psychology
  • Licensed in CA for Life and Health including multiple states 
  • Represented one of the top regional offices out of 300 locations
  • Specialize in recruiting, developing and coaching of advisers in the financial industry College
  • College Athlete who is passionate about team building and a winning culture mentality
  • Protect individuals, families and small businesses with the four cornerstones of retirement
  • CA insurance License Number: 0H73264
  • Over two decades of work experience in the Real Estate, Insurance and Financial Industry
  • Passionate about continuous learning and implementation of products in the financial world impacting lives of all stages and ages
  • Top 25 Advisor* out of thousands of producers for a Fortune 500 company of 138 years
  • Platform presenter for various forums relating to the Financial Industry, sharing best practices and the recipe for success
  • Series 63 and 7 Registered Representative with extensive training in all products related to the accumulation, preservation and distribution of growth and asset protection

*The requirements do not evaluate the quality of services provided and is not indicative of the applicant’s future performance.

  • Several years in the Insurance and Financial industry
  • Operated and managed an National Insurance Wholesaler with over 200 advisors with 10 branch locations
  • Specialize in licensing & contracting advisers and various carriers
  • Work closely with the Marketing departments to develop strategic marketing plans for advisers to VP’s of the operation
  • Over a decade in customer service

Maricris Pelley

Director of Recruiting and Talent Acquisition

(858) 926-2650 x 6501

  • Partnered in businesses in various industries for recruiting and staffing purposes
  • Responsible for leading front office department heads by overseeing the operation
  • Over a decade of customer services and claims
  • Extensive training in staffing properties for on-site locations with maintenance and security services
  • In charge of operations, owner-tenant relationship and client services for over 100 residential and commercial properties

Daniel's background is in the agency world where he has helped create and develop several brands ranging from the apparel and fashion industry to the health coaching and financial sectors. He has a strong marketing background with both B2C and B2B experience and a successful track record in revenue generation and member action, including direct sales and lead generation. His ability also expands into the video and photography space and has an knack for seeing things through a different lens. He joins Sterling Wealth Strategies with a fresh and new perspective in order to deliver new insights into the marketing space.