Marianne Nolte (CFP®)

Marianne Nolte focuses in the
following client markets or areas of practice:
- Baby Boomers
- Generation X
- Middle Income Client Needs
- Millennials
- Novice Investors
- Women's Financial Planning Issues
- Baby Boomers
- Generation X
- Middle Income Client Needs
- Millennials
- Novice Investors
- Women's Financial Planning Issues
Planning Specialties
Financial planning and coaching for WOMEN and YOUNG PROFESSIONALS, to help them have a confident and empowered relationship with their money.
?Welcome! I'm Marianne Nolte, CFP® professional.
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.
Women deserve protection of assets before marriage, fair representation after divorce, and continued consultation after the death of a spouse.
Are you a Young professional beginning your financial journey and seeking financial education, guidance, and mentoring?
Together, let's turn your dreams into goals with a plan!
Additional Information
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 Women and Young Professionals 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. My firm, IMAGINE FINANCIAL SERVICES (IFS) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. I operate my firm as a fee-only fiduciary Investment Advisor Representative, 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.
NAPFA Start Date
November 06, 2020