Marianne Nolte (CFP®, CRPC®)

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

Planning Specialties

Financial planning and coaching for WOMEN and YOUNG PROFESSIONALS, to help them have a confident and empowered relationship with their money.

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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

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This Office

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