I am committed to building long-term relationships with my clients, and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
With a proven record as a succesful enterpreneur and now with her own financial planning practice, Martha’s enthusiasm for business grows from a love of ideas, tech, and entrepreneurial spirit. When she isn’t helping people achieve their personal and business financial goals you will most likely find her at the gym, hiking or running. She calls South Orange County, CA home and loves its beaches and beauty.
Contact me today to get started on your plan, because as the famous saying goes:
“A goal without a plan is just a wish.” – Antoine de Saint-Exupery
American Association of University Women -Mission Viejo, League of Women Voters of Orange Coast.
- Insurance Strategies
- Financial Education
- Retirement Income Planning
- Business Owners