- Fee-Only Financial Services
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Hourly Planning Fee Structure
- Women\'s Financial Issues
- Lifestyle Transitions
- Second Acts & Encore Career Plans
- Tax Planning
Iselin, NJ 08830
Basking Ridge, NJ 07920
Princeton, NJ 08540
Martha Ferrari is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Martha enjoys speaking to groups for educational and pro-bono causes and has addressed community groups, professional associations and donors. She makes herself available to talk about planning for career transitions, active retirements, income taxes, retirement planning and other topics focused on their interests.
Martha is a Certified Public Accountant and a Certified Financial Planner™ professional and holds an MBA from Pace University. Her extensive financial background includes experience at a Princeton, NJ investment advisory firm, managing her own tax and financial planning practice and as a manager at a CPA firm serving high net worth individuals, families and trustees. She began her career at Coopers & Lybrand, one of the predecessors to Pricewaterhouse Coopers.