Martha Ferrari (CFP®, CPA, MBA)
Martha Ferrari focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Financial Planning for Active Retirements, Lifestyle Transitions and Second Acts, Tax Planning, Investment Portfolio Reviews, Retirement Funding and Distribution Planning, Women's Financial Planning Issues.
Additional Information
Martha's clients benefit from over 20 years of experience assisting individuals, families, executives and retirees with investment, tax, retirement and other financial matters. She is experienced in identifying opportunities to provide tax-aware financial and planning advice to help clients work toward their financial goals and is dedicated to deliverity high-quality advice in an unbiased environment acting as an advocate for her clients. Her particular interest is helping pre- and post-retirees with retirement funding and tax and distribution planning to help them make smart decisions both before and during retirement. Martha also works with trust and estate fiduciaries, attorneys, beneficiaries and family members to address administration, distribution and planning issues unique to those entities.
Martha is a Certified Public Accountant and a Certified Financial Planner (tm) Professional and has an MBA from Pace University, NY. Meeting locations in Princeton, Metropark/Iselin, Red Bank, NJ and other Central NJ locations.
NAPFA Start Date
October 27, 2008
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