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Martha Ferrari

Martha Ferrari

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CRD#: 2850684
Martha Ferrari

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martha Ferrari, CFP®, who also goes by Martha Z Ferrari, was a registered financial professional .

Martha is a previously registered financial professional and started their career in finance in 1997. Martha had worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.

Core Areas of Focus

Fixed Fee (Subscription
Retainer
etc.)
High Net Worth Client Needs
Investment Advice without Ongoing Management
Retirement Planning & Distribution Rules
Tax Planning
Women's Financial Planning Issues

Biography

Martha's clients benefit from over 20 years of experience assisting individuals, families, executives and retirees with investment, tax, retirement and other financial matters. She is experienced in identifying opportunities to provide tax-aware financial and planning advice to help clients work toward their financial goals and is dedicated to deliverity high-quality advice in an unbiased environment acting as an advocate for her clients. Her particular interest is helping pre- and post-retirees with retirement funding and tax and distribution planning to help them make smart decisions both before and during retirement. Martha also works with trust and estate fiduciaries, attorneys, beneficiaries and family members to address administration, distribution and planning issues unique to those entities. Martha is a Certified Public Accountant and a Certified Financial Planner (tm) Professional and has an MBA from Pace University, NY.  Meeting locations in Princeton, Metropark/Iselin, Red Bank, NJ and other Central NJ locations.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
No

Aliases

Martha Z Ferrari

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1999

Experience

Past

September 30, 2013 - October 13, 2025

PARTNERS FOR PLANNING, LLC

RIA
CRD#: 168849
HILTON HEAD ISLAND, SC
Past

June 23, 2008 - August 28, 2013

HALBERSTADT FINANCIAL CONSULTANTS INC

RIA
CRD#: 109462
PRINCETON, NJ
Past

May 18, 2002 - November 16, 2007

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
CLARK, NJ
Past

March 5, 1997 - November 16, 2007

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
CLARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 12/23/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/4/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PARTNERS FOR PLANNING, LLC
PARTNERS FOR PLANNING, LLC
PARTNERS FOR PLANNING, LLC

CRD#: 168849 / SEC#:

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Contact information

Main Address
Hilton Head Island, SC
Mailing Address
Phone number
(609) 436-5735
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARTNERS FOR PLANNING, LLC

PARTNERS FOR PLANNING, LLC

CRD#: 168849

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