Mira Ma (CFP®, CTEC, EA, RFC)

Planning Specialties

Throughout her professional life, Mira has found her biggest gratification in helping people increase their options and improve their quality of life. She first tasted the satisfaction while working in real estate, helping families buy their first (or second or third) home. However, she wanted to have a deeper, more lasting effect so she made the transition to financial planning. After two decades, she continues to enjoy helping clients plan for the future and increase their options in multiple areas of their lives—enabling them to buy homes, save for their retirement, pay for their children’s education, and any other goals they may have. After spending several years in real estate, Mira made the transition to financial planning in 1999 where she spent the next decade working behind the scenes for an independent broker-dealer, handling all aspects of operations and compliance. In 2010 she began working as an independent financial planner, building a small and growing practice. In 2016 she co-founded a financial planning firm with three other partners working as the chief compliance officer and then managing partner, while continuing to grow her own practice. And as of 2023 Mira is excited to announce the founding of Marim Wealth Planning where she will serve as the senior advisor, working with her highly skilled team focused on helping her clients navigate the complicated intersection of finance, real estate and taxes. What drives Mira the most is being in a position to help her clients translate their dreams into tangible goals and then working with them to figure how to achieve them. She truly loves the long-term relationships with clients she’s built over the years and takes great satisfaction seeing their dreams coming to life.