Analisa Martin
Wealth Advisor Associate @Mission Wealth
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WORK HISTORY
Wealth Advisor Associate @Mission Wealth
Scottsdale, AZ, US
EDUCATION
Arizona State University
Bachelor of Arts - BA
ABOUT ANALISA MARTIN
Financial Planning graduate from Arizona State University’s W. P. Carey School of Business, passionate about helping individuals and families navigate life’s “what ifs” through personalized financial strategies. I\'m currently pursuing my CFP® certification to deepen my ability to serve clients with clarity and confidence.During my time at ASU, I served as President of the Financial Planning Student Association, leading initiatives that empowered students through education, mentorship, and industry connections. I was honored to represent ASU as one of four students selected to attend the Charles Schwab IMPACT 2024 conference.My hands-on experience spans retirement planning, estate strategies for a family-owned business, and insurance planning for young households. I’ve developed proficiency in platforms like Holistiplan, MoneyGuidePro, eMoney Advisor, and Salesforce, tools that help turn complex data into meaningful recommendations.
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