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Mira Mary Ma

Mira M. Ma

MARIM WEALTH PLANNING | Founder & Principal
San Mateo, CA 94403
Some features on this profile are disabled
CRD#: 3091668
Mira Mary Ma

Professional summary

Mira Mary Ma, CFP® is a registered financial advisor currently at MARIM WEALTH PLANNING located in San Mateo, California.

Mira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mira has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Biography

The Coronavirus and resulting impact on the markets and economy have been a shock to the world.  When faced with the unexpected, we all react in different ways. Aspire Planning Associates recently surveyed clients and their top concern was for their health or a family member’s health, placing it above their anxiety over investments losing value.  While no one can predict or control what the market will do, we can control how we react. When asked about changes they would make now to prepare for coming out of the crisis, the top response was to revisit their financial plan.  Clients were less inclined to want to make changes to their holdings or take immediate actions to sell off investments because they were working with a financial advisor who they knew had their back. Many respondents felt reassured because they had someone who was there when they had questions and could explain what was happening in the market and how it impacted their financial plan. If you don’t have a financial plan or just need the reassurance that an advisor can provide by being there for you in uncertain times, contact us at Aspire to schedule a 15-minute call to connect with an advisor.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Long-term Care
Budgeting
Education Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Income Management
Tax Planning
Estate Planning
Insurance Planning
Investment Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
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
Are you a "fiduciary"?
Yes

Aliases

None

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.
Mira Ma owns rental property and spends 5 to 10 hours a month managing the property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mira Mary Ma's CRS (Customer Relationship Summary).

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: 2013

Education

San Jose State University

BS - Finance

Experience

Current

June 29, 2023 - Present

MARIM WEALTH PLANNING

Office #1: 1900 S. Norfolk Street Suite 350, San Mateo, CA 94403
RIA
CRD#: 325684
San Mateo, CA
Past

February 9, 2016 - November 9, 2023

ASPIRE PLANNING ASSOCIATES, INC.

RIA
CRD#: 282179
Walnut Creek, CA
Past

September 8, 2009 - January 14, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
BELMONT, CA
Past

September 8, 2009 - January 14, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
BELMONT, CA
Past

December 17, 2008 - September 8, 2009

ASSOCIATED SECURITIES CORP.

RIA
CRD#: 12969
SAN MATEO, CA
Past

December 16, 2008 - September 8, 2009

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
SAN MATEO, CA
Past

September 17, 2008 - December 11, 2009

STRATEGIC WEALTH ADVISORS GROUP

RIA
CRD#: 140977
SAN MATEO, CA
Past

April 14, 2008 - December 31, 2008

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
SAN MATEO, CA
Past

April 14, 2008 - December 31, 2008

FSC SECURITIES CORPORATION

BD
CRD#: 7461
SAN MATEO, CA
Past

March 22, 2000 - April 14, 2008

PROTECTED INVESTORS OF AMERICA

RIA
CRD#: 6082
SAN FRANCISCO, CA
Past

September 1, 1999 - April 14, 2008

PROTECTED INVESTORS OF AMERICA

BD
CRD#: 6082
SAN FRANCISCO, CA
Past

September 8, 1998 - October 20, 1999

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/29/2023)
IAR
Texas
(7/20/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/14/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/17/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/4/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/2/2008
General Securities Principal Examination

Current Firm

MW
MARIM WEALTH PLANNING
MARIM WEALTH MANAGEMENT | MARIM WEALTH PLANNING, LLC | MARIM WEALTH PLANNING LLC | MARIM WEALTH PLANNING

CRD#: 325684 / SEC#:

California
Registered Investment Advisory firm - (6/29/2023 Approved)
Texas
Registered Investment Advisory firm - (7/14/2023 Conditional Restricted)
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Contact information

Main Address
1900 S. Norfolk Street Suite 350, San Mateo, CA 94403
Mailing Address
Phone number
(650) 249-3111
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts93
AUM (Assets Under Management)$ 16,723,251

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

MARIM WEALTH PLANNING

Founder & PrincipalCRD#: 325684San Mateo, CA 94403

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Contact information

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