Marty McNamara
CPA/PFS, CFP®
marrick wealth
Financial Advisor
Marty McNamara
CPA/PFS, CFP®
marrick wealth
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Marty McNamara, CPA/PFS, CFP®
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Marty McNamara is a fee-only financial advisor and cofounder of marrick wealth, located in Irvine, CA. He is responsible for establishing and managing client relationships. Marty has served as an advisor to wealthy families since 2003, working for two boutique wealth management firms, and two international companies, Deloitte and Northern Trust.
Originally from Cleveland, Ohio, Marty moved to Orange County in 2007. He enjoys spending time with his wife, Michelle, and their three kids, as well as traveling, surfing, and running.
Education
• Bachelor of Science, Accounting & Finance, University of Dayton
Credentials
• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Memberships
• American Institute of CPAs (AICPA)
• California Society of CPAs (CalCPA)
• National Association of Personal Financial Advisors (NAPFA)
• Orange County Estate Planning Council (OCEPC)
Favorites
• Sports Teams: Cleveland Browns, Indians and Cavs, Dayton Flyers
• TV: College Football
• Books: The Edge, How to Win Friends and Influence People
• Foods: Pizza, Smoothies, Mint Chip Ice Cream
Marty McNamara 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.
marrick wealth is a Registered Investment Advisor (RIA) in Irvine, CA providing financial planning and investment management services to wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two CPA financial planners with a shared vision and unique credentials– the CPA and CFP®.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Marty McNamara 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.
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Marty McNamara 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.
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Marty McNamara is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Marty McNamara is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Marty McNamara
Office Locations:
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2211 Michelson Dr
Suite 545
Irvine, CA 92612
