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Your trust. My expertise.

Your trust. My expertise.

My responsibility to my clients comes first. From wealth management to retirement solutions, my insight and sophisticated financial strategies can help make your investment goals a reality.

Marta Amaton

Marta Amaton

(707) 280-4524

marta@unitedplanners.com

Marta Amaton has more than 20 years of experience helping individuals and families define and achieve their financial goals. She brings her own unique knowledge and experience, focusing on identifying and addressing any potential...
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Work With an Experienced Professional

Work With an Experienced Professional

No matter how complex your investing situation is, I can help.

My Clients

I maintain strategic expertise across a broad range of investor profiles

Wealth Transfer

Wealth Transfer

Legacy Planning

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

Strategies for every phase of retirement

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Peak Career Professionas<br/>

Peak Career Professionas

Wealth building

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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My Three-Step Process

STEP

1

Assess

I’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

I will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? I’ll keep your financial objectives on track every step of the way.

My Services

When was the last time you sat down and had a frank conversation about your investments?

Whether you’re an early investor or a seasoned wealth-builder, I believe clients from all walks of life can rely on my insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Risk Management

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for my practice.

Make an Appointment
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