Ana Martin

President of Financial Planning Student Association | Wealth Advisor Associate Intern at Mission Wealth

Role: Wealth Advisor Associate Intern at Mission Wealth
Location: Scottsdale, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Ana Martin

I am a senior undergraduate student at Arizona State University, pursuing a degree in Financial Planning (BA) from the W. P. Carey School of Business. With a passion for financial planning, I plan to earn my CFP® certification in Spring 2025. As president of the Financial Planning Student Association, I foster a community focused on financial education and professional growth.I was honored to be selected as one of four students to represent ASU at the Charles Schwab Impact 2024, where I will connect with leaders in the financial services industry. My hands-on projects include advising a family-owned construction business on trust structures for estate planning and conducting insurance needs analyses for young families.During my internship, I gained proficiency in Holistiplan, along with tools like MoneyGuidePro and Salesforce, allowing me to craft tailored financial strategies for diverse client needs. I’m eager to connect with industry professionals and explore opportunities to contribute to innovative wealth management solutions that empower clients to achieve their financial goals.

Experience

Wealth Advisor Associate Intern
Mission Wealth
Jul 2024 — Present · Scottsdale, AZ, US

Education

Arizona State University
Bachelor of Arts - BA
2021 — 2025

Contact information

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Current company

Mission Wealth

Financial Services · 219 employees · Founded 2000 · Santa Barbara, California, United States

Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people through major life events, and our visionary, service-oriented culture empowers our clients to lead more fulfilled lives. __________________________________________ Mission Wealth is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.

missionwealth.com

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