Marta Shen, CFP<sup>&reg;</sup> - Financial Advisor

Marta Shen, CFP®

JD, CPA

Financial Planner

Mainspring Wealth Advisors

3050 Peachtree Rd, NW, Suite 600
Atlanta, GA 30305
+ 1 More Location

Mainspring Wealth Advisors

1201 Third Ave, Suite 5350
Seattle, WA 98101
FINANCIAL ADVISOR'S WEBSITE
(404) 564-9090

General

Marta Shen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mainspring Wealth Advisors in Atlanta, GA and the surrounding communities.

Financial Advisor Overview

VISION: The most trusted wealth advisory firm for clients seeking purposeful financial guidance which allows them to live up to their fullest potential. MISSION: Spring Street Financial of Raymond James provides independent financial advice and guidance for individuals and small businesses seeking a thoughtful approach and integrated solutions. Our clients value a long term relationship built on mutual trust and respect and entrust us to be good stewards of their life goals. We value that trust and guide them in accumulating and protecting their resources so that they may live their lives to their fullest potential Comprehensive. This communication is strictly intended for individuals residing in the states of AL,CA,CO,DC,FL,GA,MD,NC,NY,OK,SC,TN,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Spring Street Financial of Raymond James 3050 Peachtree Road, NW, Suite 600, Atlanta, GA 30305

1201 Third Ave, Suite 5350 Seattle WA 98101

Phone: (404)564-9090 Fax: (404)564-9091

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Financial Advisor Experience

Marta L. Shen is a wealth manager at Spring Street Financial of Raymond James with offices in Atlanta GA and Seattle WA. Marta focuses on providing wealth management solutions to successful professionals and business owners with a specific focus on the financial planning needs of physicians and attorneys.. Together with her team, she helps her clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. Marta founded Spring Street Financial in 1997 and uses her diverse background in law and work as a CPA to redefine what her clients expect from a financial planner. Marta focuses on her clients financial and non-financial needs to gain a detailed understanding of their deepest values and goals. She then employs customized recommendations unique to each client’s needs and goals beyond simply investments. Successful individuals and families work with Marta to: • Develop and implement a comprehensive wealth management plan to help them reach their financial dreams. • Make smarter decisions in today’s uncertain political, economic and social environment. • Obtain an independent second opinion from a top financial advisor in their community. Marta is a widely recognized leader in Atlanta and Seattle.  She is the past Chair of the Financial Planning Association of Georgia and volunteers her time with Junior Achievement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Admitted to Bar
  • Other - Accredited Investment Fiduciary - AIF®,

Insurance Licenses

  • Life insurance: WA
  • Health/disability insurance: WA
  • Fixed annuities: WA
  • Variable annuities: WA

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Spring Street Financial of Raymond James

Raymond James & Associates, Inc. Member NYSE/SIPC


FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Business Taxes, Investment Management, Getting Divorced, Real Estate, Retirement, Life Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources