financial advisor san diego
Financial Advisor

Marianne M. Nolte, CFP®

My hours are flexible and I’m big on convenience for all parties.  I work from my home office and I’m happy to have clients come here or we can meet at your home or office.  I also have clients at various locations across the country. We hold meetings on the phone, through emails, and Zoom.  

Financial Services

I'm a CERTIFIED FINANCIAL PLANNER™ professional.  My services are designed to take a holistic approach across all financial concerns in your life.  I provide a process and guidance while helping you manage your resources so you can confidently pursue your goals.   Financial planning incorporates current investments, retirement planning, estate preparation, risk management, and tax strategies.   Do you need to set up a Traditional IRA, Roth IRA, SIMPLE IRA, SEP, 403(b), 457 or 401(k)?   Do you have questions about Retirement Plans, College planning, Life Insurance or Long Term Care Insurance?   Give me a call, (760) 846-2569.

When developing a financial plan for clients, I follow a deliberate series of steps.

Implement recommendations
Present recommendations
Understand clients personal and financial circumstances
Develop recommendations
Identifying goals
Analyze current course of action and potential for alternative course