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Imagine Financial Services - Marianne Martini Nolte, CFP®

Imagine Financial Services - Marianne Martini Nolte, CFP®

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Financial Planning/Financial Services Investments

About

Marianne Martini Nolte is a Certified Financial Planner™ practitioner and a fee-only, financial advisor. Imagine Financial Services (IFS) is located in Fallbrook, California.  Clients are served both in-person and virtually. Client accounts are held at TD Ameritrade and Altruist.

Welcome to Imagine Financial Services!

I'm Marianne Martini Nolte, Certified Financial Planner™ (CFP®) professional and founder of Imagine Financial Services (IFS), located in Fallbrook, California, serving clients both in person and virtually, locally and across the country.  IFS is a Registered Investment Advisor and fee-only fiduciary firm.  At IFS, I believe in cost transparency, working with a client's best interests at heart, and providing a consistent process for all clients.  I am a participating member of National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XYPlanning Network.

Who I serve

Imagine Financial Services helps Women and Young Professionals to have a confident and empowered relationship with their money.   

I assist women in all ages and stages of life.  I want them to better understand their money and how it can be used as a tool to craft their best financial future.  I enjoy educating women so they feel empowered to make good financial decisions.  As a woman, I understand and sympathize with other women.  I have witnessed women struggling with the inequality of pay and the stresses generated by the caretaking of parents while raising one's own children.  It is a delicate balancing act to fulfill the role of motherhood, worker, and family financier.   I understand and I help women who need the protection of assets before marriage, fair representation after divorce, and continued consultation after the death of a spouse.

Additionally, I work with young people who are beginning their financial journey.  Personal finance is not taught in school and too often, families avoided the topic of finance altogether. 

I am an educator, sounding board, and advisor for Women and future generations.  

What is a Fee-only and Fiduciary? 

As a Fee-only advisor, I am exclusively paid a fee for services by my clients.  My firm is an independent Registered Investment Advisor; therefore, I am not beholding to an employer (broker-dealer) who incentivizes employees by paying commissions to sell financial products.  The Securities and Exchange Commission (SEC) regulates broker-dealers, and they are required to abide by suitability standards, but they are not required to be fiduciaries. I charge a fee for financial planning and/or a fee based on the percentage of assets I manage for my clients.  I must disclose how I am compensated and any potential conflicts of interest.

As a Fiduciary, I am legally obligated to make my clients' best interests my top priority.  Again, I must disclose how I am compensated and any potential conflicts of interest.   Additionally, to obtain and maintain my Certified Financial Planner ™ designation, I am dedicated to fulfilling the CFP Board's highest fiduciary standard requirements.   I choose my clients' best interests above all else.

Click here to check out recent financial articles on the Imagine Financial Services website

www.imaginefinancialservices.com

mnolte@imaginefinancialservices.com

760-472-5155

Marianne M Nolte, CFP®

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Additional Info

Providing investment management and financial planning for women and young professionals

Images

Imagine turning your dreams into goals with a plan
Imagine Financial Well-being
Are you looking for solutions?  Imagine Financial Services
Imagine Financial Services supporting your financial success
Imagine Financial Services, your thinking partner for financial matters
Imagine financial freedom

Contacts

Marianne Nolte, CFP®
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Marianne Nolte CFP®
Imagine Financial Services

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