Welcome to Imagine Financial Services!
My name is Marianne Martini Nolte. I'm a Certified Financial Planner™ practitioner. As a fee-only, fiduciary financial advisor, I serve women and young professionals. Imagine Financial Services, located in Fallbrook, California, works with clients in person and virtually. My fiduciary promise is to work with my client's best interests at heart while providing a consistent process for all.
Who We Serve & How We Help
Imagine Financial Services is here to serve Women and Young Professionals with Financial Planning and Investment Management. We help to align their financial resources with their goals.
Women deserve protection of assets before marriage, fair representation after divorce, and continued consultation after the death of a spouse. Ladies, are you looking for an advisor who speaks your language? Someone with whom you feel safe sharing your financial issues and concerns?
Are you a Young professional beginning your financial journey and seeking financial education, guidance, and mentoring?
I help clients prioritize their goals, avoid debt, and begin working toward financial stability. I want them to better understand their money and how it can be used; as a tool, to craft their best financial future.
Check out the Services page to learn about KICK START project planning, MAKE-IT-HAPPEN ROADMAP financial planning, and Investment Management services provided by Imagine Financial Services. Together, let's turn your dreams into goals with a plan!
What does Fee-only and Fiduciary mean?
As a Fee-only advisor, my clients pay me a fee for my services. That's it, no commissions, no product sales, no hidden fees. Imagine Financial Services is an independent Registered Investment Advisor; therefore, I am not beholden to an employer who incentivizes their financial advisor 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 a Fiduciary like a Registered Investment Advisor. As a fee-only fiduciary, I must clearly disclose my compensation and any potential conflicts of interest. I must always work with my client's best interests at heart.
I’ve got good news!
Financial Planning is a process of establishing and prioritizing your goals and then working toward meeting those goals through strategic management of your financial resources. You do not need to do this all alone. Together, we will work to discover, define, and plan for your financial priorities. Discipline is required, but I'm here to help.
Certified Financial Planner™ helping women and young professionals.
Getting to know each other is key
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.
Peace of mind with custodian institutions you can trust
Charles Schwab, Altruist, and TD Ameritrade, Inc. are the firms that we use to custody our client assets. Imagine Financial Services and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies.