Mariah Sacoman (CFP)
Mariah Sacoman focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
Mariah Sacoman,CFP®, focuses her financial planning expertise on working with women, singles, newly widowed and professionals in transition. Her specialties include longevity planning, retirement planning, planning through transitions and estate planning. Mariah Sacoman offers socially responsible and tax efficient investments for those clients who so desire them. She is pleased to work with clients in New Mexico and nation-wide.
NAPFA Start Date
August 01, 2019
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