Marianne Nolte, CFP®, CRPC® Imagine Financial Services
- 321 Bottlebrush Way, Fallbrook, CA 92028
- (760) 472-5155
About Marianne Nolte, CFP®, CRPC®
Finances are a very personal matter, and for some people it can be an uncomfortable topic. I get it. It can be overwhelming and exhausting.
My own life story instilled in me the desire to work with women who seek a better financial life. When I was in my mid 20’s through age 40, I found myself alone caring for aging parents, running around after my two bright and amazing kids, and trying to navigate my full time career. It felt like systems overload.
I don’t want my clients to feel alone and overwhelmed. I want to work as your financial partner to help you get on track with your goals and to build a foundation for financial wellbeing in your future.
As a female financial advisor and mother of two young professionals, I am passionate about encouraging Millennials to start early on their path to financial independence. I feel very strongly about educating clients to make sure they feel confident about their money matters.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner. I run my firm Imagine Financial Services as a fee-only fiduciary, committed to building a solid relationship of trust.
As our relationship evolves, I hope you come to regard me as a valued resource, a professional who can help you make more informed decisions regarding your financial issues.
Read Marianne’s blog here: https://www.imaginefinancialservices.com/articles-videos/