Mira Ma (CFP®, CTEC, EA, RFC)

Mira Ma focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Tax Planning

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.

Additional Information

The Coronavirus and resulting impact on the markets and economy have been a shock to the world.  When faced with the unexpected, we all react in different ways.

When asked about changes they would make now to prepare for coming out of the crisis, the top response was to revisit their financial plan.  Clients were less inclined to want to make changes to their holdings or take immediate actions to sell off investments because they were working with a financial advisor who they knew had their back.

Many respondents felt reassured because they had someone who was there when they had questions and could explain what was happening in the market and how it impacted their financial plan.

If you don’t have a financial plan or just need the reassurance that an advisor can provide by being there for you in uncertain times, contact us to schedule a 15-minute call to connect with an advisor.


NAPFA Start Date

May 15, 2018