Marty McNamara (CFP®, CPA/PFS)
Marty McNamara focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Real Estate Investments
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Real Estate Investments
- Tax Planning
Planning Specialties
- Advising Physicians
- Advising Family Trustees
- Advising Corporate Executives
- Closely Held Real Estate Investments
Additional Information
Marty co-founded marrick wealth in 2012. He is responsible for establishing and managing client relationships. Marty has served as an advisor to wealthy families for over 15 years with four different companies including two boutique, fee-only wealth management firms, and two international companies, Deloitte and Northern Trust.
Originally from Cleveland, Ohio, Marty moved to Orange County in 2007. He enjoys spending time with his wife, Michelle, and their three children, as well as traveling, surfing, and running.
NAPFA Start Date
March 25, 2015
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