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Marianne Nolte, CFP®

Financial Planning & Investment Management for Women & Young Professionals

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Imagine Financial Services Marianne Nolte, CFP®
Fallbrook, California

Serving Clients Nationwide

Financial Planning & Investment Management for Women & Young Professionals

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(760) 472-5155

Website

Areas of Focus

  • Budgeting
  • Caregiving for Parents
  • Investment Management
  • Loss of Spouse or Partner
  • Taxes

About Me

Planning for retirement is one of the biggest challenges many people face. You don’t have to do this alone. My name is Marianne Martini Nolte. I am a Certified Financial Planner ™ professional, and I want to help.

I specialize in working with Women and Young Professionals who are:

✅ Rapidly approaching retirement or recently retired
✅ Experiencing career or life transitions
✅ Just starting their financial journey and looking for guidance

I want my clients to understand their money and how it can be used; as a tool, to craft their best financial future. I help clients prioritize their goals, avoid debt, and work toward financial stability. I offer Investment Management, Project Planning, and Comprehensive Financial Planning services.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

321 Bottlebrush Way, Fallbrook, CA 92028, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free Meet and Greet initial consultation. I feel it's important to first get to know each other and see if we are a good fit. If we choose to move forward, financial planning fees (based on case complexity) or investment management fees (based on assets under management) will be clearly discussed.

Offers Investment Management

Yes

About our Firm

Finances are a very personal matter, and for some people it can be an uncomfortable topic. I get it. It can be overwhelming and exhausting.

My own life story instilled in me the desire to work with women who seek a better financial life. When I was in my mid 20's through age 40, I found myself alone caring for aging parents, running around after my two bright and amazing kids, and trying to navigate my full time career. It felt like systems overload.

I don't want my clients to feel alone and overwhelmed. I want to work as your financial partner to help you get on track with your goals and to build a foundation for financial wellbeing in your future.

As a female financial advisor and mother of two young professionals, I am passionate about encouraging Millennials to start early on their path to financial independence. I feel very strongly about educating clients to make sure they feel confident about their money matters.

I am a CERTIFIED FINANCIAL PLANNER™ practitioner. My firm, IMAGINE FINANCIAL SERVICES (IFS) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. I operate my firm as a fee-only fiduciary Investment Advisor Representative, committed to building a solid relationship of trust.

As our relationship evolves, I hope you come to regard me as a valued resource, a professional who can help you make more informed decisions regarding your financial issues.

Education

University of Phoenix, San Diego, Bachelor's Degree, Business Management | University of California, San Diego UCSD, Biological Sciences

Volunteer Experience

REINS Therapeutic Horsemanship Program, changing lives one ride at a time. D'Vine Path, a program for adults with autism and other disabilities, specializing in horticulture, viticulture, hospitality and social skills.

Badges

Languages

  • English

Hobbies and Interests

  • Beach
  • Boating
  • Camping
  • Gardening
  • Hiking
  • Horseback Riding
  • Skiing
  • Swimming
  • Traveling
  • Volunteering
  • Walking

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/6368554

Who We Serve

  • Baby Boomers
  • Blended Family
  • Caregivers
  • Gen X
  • Gen Y / Millennials
  • Living in Retirement
  • Single Women
  • Special Needs
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

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