Marianne Nolte
CFP®
Imagine Financial Services
Founder/CEO/Financial Planner
Marianne Nolte
CFP®
Imagine Financial Services
Founder/CEO/Financial Planner
My passion is serving Women and Young Professionals. It’s my goal to help clients have a confident and empowered relationship with their money. As a fee-only financial planner, my services include Financial Planning, Investment Management, and unbiased advice to help clients achieve their life goals. - Marianne Nolte, CFP®
Fee-Only financial planner located in Fallbrook, CA, serving clients both in person and virtually, locally and across the country
Marianne Nolte is a Fallbrook, CA fee-only financial planner. Imagine Financial Services is an Independent Registered Investment Advisor providing comprehensive financial planning and investement management to help women and young professionals organize, grow and protect their assets through life’s transitions.
“I enjoy educating my clients so they feel empowered to make good financial decisions”.
As a fee-only, fiduciary, and independent financial advisor, Marianne Nolte is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Together, let's turn your dreams into goals with a plan
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.
Marianne Nolte is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
What are your goals? What are your challenges?
I want to learn about you so I can provide you with valued financial planning.
Imagine Financial Services (IFS) is a Registered Investment Advisor and fee-only fiduciary firm. At IFS, I believe in cost transparency, working with a clients best interests at heart, and providing a consistent process for all clients. I work with women and Gen XY to help educate, guide, and provide ongoing support through financial accountability.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Budgeting
- Social Security maximization
- College Education Planning
- Tax Planning
Ideal Clients
- Women
- Generation X
- Generation Y
- Generation Z
- Retirees and Near Retirees
- Career changers
- Divorced
- Seeking organization
Working Together
- In-Office Meetings
- Virtual Meetings
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
- IFS360 process
Professional Designations & Affiliations
-
Marianne Nolte is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Marianne Nolte is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Marianne Nolte is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Marianne Nolte is Featured in Village News: "Money management training takes place at D'Vine Path"
-
Marianne Nolte is Mentioned in the San Diego Union Tribune: "Chamber names new board of directors"
-
Marianne Nolte is Quoted in InvestmentNews: "The New Normal: More advisers are abandoning traditional offices to work from home"
-
Marianne Nolte is Quoted in Investor's Business Daily: "Advisors Tap Fulfilling Volunteer Activities And Come Away Richer By Giving Back"
-
Marianne Nolte is Quoted on Her Money from Jean Chatzky: "Why Your May Be Paying Too Much For Your Auto Insurance (And Covered For Too Little)"
-
Marianne Nolte is a Member of the Fallbrook Chamber of Commerce
-
Marianne Nolte Serves on the Board of Directors for the Fallbrook Chamber of Commerce
-
Marianne Nolte is featured in The Village News: "Nolte joins the Legacy Endowment Community Foundation board"
-
Marianne Nolte is on the Board of Directors for Legacy Endowment
-
Marianne Nolte Participates in the Women in Networking Program
Contact Marianne Nolte
Office Locations:
-
321 Bottlebrush Way
Fallbrook, CA 92028
