Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
650 TOWN CENTER DRIVE
COSTA MESA, CA 92626
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Martha joined Merrill Lynch Wealth Management in 2018 with 28 years of financial services experience. She was previously employed at Morgan Stanley from 1995-2008 where she served as not only a Vice President but as Assistant Branch Manager of the Long Beach Branch. The lessons she has learned during her long tenure in the industry have proven invaluable in guiding clients through today’s complex, ever-changing investment environment. Her goal is to empower her clients to create the lives that they envision for themselves, their families, and their communities.
Taking the time to understand her client’s needs, wants, and challenges, Martha derives great satisfaction in helping them achieve their life’s goals and fulfilling their dreams.
Martha’s caring, and empathetic personality helps put clients at ease, earning their trust to help guide them in their financial endeavors which in turn allows them to lead their best life.
Martha earned her bachelor’s degree in Business Administration with an emphasis in Finance from California State University in Fullerton. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., holds the Certified Plan Fiduciary Advisor (CPFA) designation, and is a member of the National Association of Plan Advisors. Martha is also a Portfolio Manager in the firm's Investment Advisory Program. Martha previously taught Successful Money Management classes at local Community Colleges such as Orange Coast, Rancho Santiago, Fullerton and Cerritos College.
Martha and her husband, Bruce, live in Cypress, California, and have two daughters, Katrina and McKenna. She is an Executive Board Member of Alzheimer’s Orange County and a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Fluent in Spanish, Martha enjoys cooking, skiing, hiking and traveling.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
English & Spanish
California State University System
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.