Mira M. Ma,  CFP<sup>&reg;</sup> - Financial Advisor

Mira M. Ma, CFP®

RFC, EA

Founder & Principal

Marim Wealth Planning, LLC

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
FINANCIAL ADVISOR'S WEBSITE
(650) 918-6472 CONNECT WITH Mira
  • linkedin link

General

Mira Ma is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marim Wealth Planning, LLC in San Mateo, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Personal Taxes, Women's Finances

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