Mira Ma (CFP®, CTEC, 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 and helping families buy their first (or second or third) home. When Mira made the transition to financial planning, she was thrilled to realize that she would be helping people increase their options in multiple areas of their lives—not just enabling them to buy homes, but also to save for their retirement, pay for their children’s education, and everything else they aspire to.

Since making the transition to financial planning in 1999, Mira has gained a broad experience that she now puts to use daily at Aspire Planning Associates. She initially spent 10 years working behind the scenes for an independent broker-dealer, where she handled all aspects of operations and compliance. And before co-founding Aspire Planning Associates, she opened Marim Financial Management, where she advised her clients on financial and real estate transactions. Today she draws on that experience as Vice President and Chief Compliance Officer at Aspire Planning Associates. But it is still the experience of helping her clients achieve their dreams that provides the most satisfaction for Mira. She truly loves the opportunity to build long-term relationships that her career provides.

Mira lives in San Mateo with her husband and two children. She is passionate about advancing the financial planning profession and is actively involved in the Financial Planning Association’s Silicon Valley Chapter. In her free time, you might find her at an indoor rock climbing venue or spending time in Italy with the family.

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.

Aspire Planning Associates recently surveyed clients and their top concern was for their health or a family member’s health, placing it above their anxiety over investments losing value.  While no one can predict or control what the market will do, we can control how we react.

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 at Aspire to schedule a 15-minute call to connect with an advisor.

 

NAPFA Start Date

May 15, 2018

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This Office

19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014-2384 Phone: (408) 335-4154

Other Offices

1900 S Norfolk St Ste 350 San Mateo, CA 94403-1171 Phone: (650) 918-6472