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®

760-472-5155

Fee-Only financial planner located in Fallbrook, CA, serving clients both in person and virtually, locally and across the country

Meet Marianne Nolte

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Marianne Nolte is a NAPFA-Registered Financial Advisor

    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.

Contact Marianne Nolte

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Office Locations:

  • 321 Bottlebrush Way
    Fallbrook, CA 92028

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