One of the biggest challenges many people face is planning for retirement. You don’t have to do this alone. My name is Marianne Martini Nolte. I am a Certified Financial Planner TM and I want to help.
My fiduciary duty as a CFP® professional and financial advisor is to act in the best interest of my clients. I help individuals and small business owners change their dreams into goals with a plan. I want to learn about your needs and goals. I really want to get to know you! This is when I can be most effective in helping you along your financial journey.
Effective financial analysis requires an open line of communication between advisor and client. It is essential your advisor learns as much as they can about your financial goals, values, and risk tolerance in order to develop a customized retirement plan or what is called a road map to your financial objectives. Once the analysis is established, it is equally important your advisor maintain an ongoing role as your accountability coach. I am committed to building a solid relationship of trust. As our relationship evolves, I hope you come to regard me as a valued resource, a professional who can help you make more informed decisions regarding your financial issues.
I am passionate about working with women in transition who have lost their spouse, recently divorced, or who are trying to navigate the ups and downs of a career change. Additionally, I thoroughly enjoy getting young people started on their path to financial independence and working with families seeking special needs planning.
I am a Certified Financial Planner TM, and hold Securities Licenses including Series 7, 6, 63, and 65. CA Insurance Lic #0J02045.
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Imagine Financial Services and PlanMember Securities Corporation are independently owned and operated companies. PlanMember is not responsible or liable for ancillary products or services offered by Imagine Financial Services or this representative. Marianne Martini Nolte, CA Insurance Lic #0J02045.
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