Marty McNamara
CPA/PFS, CFP®
marrick wealth
Financial Advisor
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Get to Know Marty McNamara
Marty McNamara is a fee-only financial advisor and cofounder of marrick wealth, located in Irvine, CA. He is responsible for establishing and managing client relationships. Marty has served as an advisor to wealthy families since 2003, working for two boutique wealth management firms, and two international companies, Deloitte and Northern Trust.
Originally from Cleveland, Ohio, Marty moved to Orange County in 2007. He enjoys spending time with his wife, Michelle, and their three kids, as well as traveling, surfing, and running.
Education
• Bachelor of Science, Accounting & Finance, University of Dayton
Credentials
• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Memberships
• American Institute of CPAs (AICPA)
• California Society of CPAs (CalCPA)
• National Association of Personal Financial Advisors (NAPFA)
• Orange County Estate Planning Council (OCEPC)
Favorites
• Sports Teams: Cleveland Browns, Indians and Cavs, Dayton Flyers
• TV: College Football
• Books: The Edge, How to Win Friends and Influence People
• Foods: Pizza, Smoothies, Mint Chip Ice Cream
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients:
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Marty McNamara's Designations and Affiliations
Marty McNamara is a Certified Public Accountant (CPA)
Office Locations
2211 Michelson Dr, Suite 545 - Irvine, CA 92612