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435 Wandering Ct Sonoma, CA 93632
1-800-123-4567

Beatriz Olimberio

Beatriz Olimberio
Onboarding Specialist
beatriz@therelaxestate.com

Operation Manager

Beatriz brings experience in advocacy, content moderation, and client support, with a background in helping individuals and professionals navigate complex processes with care and efficiency. Before joining The RELAX Estate, she worked as a Veteran Advocate for a private veteran-owned company in Phoenix, Arizona, where she assisted U.S. veterans from all branches of service in obtaining their discharge documents and accessing their benefits smoothly and honorably. She also worked as a content moderator for a global social media platform, where she developed a sharp eye for detail and balance in decision-making. These experiences shaped her ability to adapt to diverse challenges while maintaining professionalism and empathy.

At The RELAX Estate, Beatriz serves as the Admin and Onboarding Specialist while also moderating webinars. In this role, she helps partners and professionals begin their journey in providing estate planning services, equipping them with the resources, guidance, and support needed to serve their clients effectively. Colleagues value her thoughtful communication, steady presence under pressure, and commitment to ensuring every process runs seamlessly.

Outside of work, Beatriz enjoys spending quality time with her family through devotions, dining out, and traveling.

Focus On What Matters to You

Let us take the mystery out of financial planning and investing needs so you can get back to doing what matters.
The TOAMS Financial team are here to carry the weight. Your team of leading financial advisors has the expertise to make sure you get back to doing what you love. Feel confident that your family’s future is guided by a team of leading financial advisors in Jacksonville, Florida.
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Locations

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

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Copyright All rights Reserved. Aeso, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Aeso is a registered business in Califronia (license #123560) Provided content is for informational purposes only and is completely fictional.

Planning Solutions International LLC dba TOAMS Financial is a registered investment advisor located in the state of florida. DISCLOSURES Full disclosure statement available here.

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