Marianne Nolte (CFP®)

Marianne Nolte focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Generation X
  • Millennials
  • Retirement Plan Investment Advice
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Financial Planning and Investment Management for WOMEN and YOUNG PROFESSIONALS.

Planning for retirement is one of the biggest challenges many people face. You don’t have to do this alone. My name is Marianne Nolte, and I am an Independent, fee-only, Certified Financial Planner™ practitioner. Welcome to Imagine Financial Services!

I help clients:

  • Prioritize their goals
  • Control debt
  • Save for financial stability and a joyful lifestyle

I want Women and Young Professionals to understand their money and how it can be used as a tool to craft their best financial future.

Additional Information

Finances are a very personal and often an uncomfortable topic. Money issues can be overwhelming and wear a person down. Do you feel like you need guidance?

I don't want my clients to feel alone and overburdened. I work as a 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 decisions.

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, committed to building a solid relationship built on 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


This Office

321 Bottlebrush Way Fallbrook, CA 92028-2597 Phone: (760) 472-5155