Meet Marianne, Your Certified Financial Planner® pro
During my mid-20s to my 40s, I had the immense honor and challenge of caring for my aging parents. This period in my life was both emotionally draining and rewarding. One of the highlights was the opportunity to help them organize and plan for their most important financial needs.
As an only child, I was my parents' sole trusted resource. Together, we hired an estate planning attorney to ensure all necessary documents were in place. We collaborated with their CPA to develop effective tax strategies. We also addressed their insurance needs to protect them from financial risk. We regularly held "family board meetings" to review their financial assets.
Now I apply this same personalized approach in every meeting with my clients. Just as I did with my parents, I strive to ensure my clients don’t feel alone or overwhelmed. My goal is to help them get on track with their financial goals and build a solid foundation for their future well-being.
MY CORE BUSINESS VALUES:
EMPOWERMENT
I’m here to help you gain confidence in your relationship with your money. Instead of telling you what to do, I stand beside you as you make empowered and informed financial choices.
INTEGRITY
As your fee-only fiduciary, I will always act in your best interest, providing individualized financial advice to help you reach your goals.
FLEXIBILITY
I understand that life happens and sometimes our financial goals and situations must shift. That’s why I am here every step of the way, to make adjustments to your financial plans that align with your life’s transitions.
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
On a Personal Note:
I was born and raised in San Diego, California. This may be what instilled my passion for water sports including boating, skiing, and swimming, and my love of both fresh and saltwater. Because I’m crazy for the water, in 2023, my amazing husband let me uproot our California lives to move to Lake Havasu City, Arizona.
I have the two best adult children (yep, proud mom here)!
I’m also a horse lover. In my mind, one of the happiest places on earth is the barn. My first pony was Jelly Bean. We leased her for just $15 per month. I went on to ride and show my future horses in a variety of disciplines including dressage, eventing, and hunter/jumpers. My last horse was a big chestnut quarter horse mare named Pearl.
My all time favorite foods are carne asada or carnitas burritos. Yum!
My husband and I are both dedicated community service volunteers. For many years, I volunteered at REINS Therapeutic Horsemanship Program, a 501(c)(3) non-profit organization, and D'Vine Path, a 501(c)(3) non-profit providing vocational and life skills training to adults with developmental, intellectual, and/or learning disabilities in Fallbrook, CA.
Now that we live in Lake Havasu, my husband and I have joined the Lake Havasu Yacht Club, which supports community and youth-related lake activities. Shortly after joining, we were honored with the title of Shipmates of the Month for enthusiastically taking on various volunteer roles.
