Marty McNamara
Co-Founder, Wealth Advisor at marrick wealth
- Role
- Co-founder, Wealth Advisor at Marrick Wealth
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Co-founder, Wealth Advisor
Aug 2012 — Present · Newport Beach, CA, US
Deliver personal financial planning and investment management services to doctors, executives, entrepreneurs, and family trusts with net worth ranging from $1 million to $20 million.
Education
St. Edward High School
College Prepatory
1994 — 1998
University of Dayton
Bachelor of Science, Finance & Accounting
1998 — 2002
Skills
- Tax
- Cash Flow Management
- Personal Finance
- Estate Tax Planning
- Estate Planning
- Financial Planning
- Insurance
- Investment Advisory
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
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