Pairing World-Class Service

With down-to-earth conversations

What surprises many of our clients? We’re just like you. We’ve navigated life’s financial ups and downs, gaining real-world experience that has shaped us into the knowledgeable, empathetic advisors we are today.`

We don’t rely on textbook theories or market noise to guide our advice. Instead, we take a practical, experience-driven approach, focusing on what truly matters—helping you make smart financial decisions that align with your life and values.

Our goal is simple: After every conversation, we want you to feel confident, empowered, and assured that your wealth isn’t just a number—it’s a tool for opportunity, security, and a life well lived.

Angela Martin, CRPC® BFA™

Founder and Personal Wealth Advisor

angela@wealthplanpartner.com

My journey in financial planning began with a deeply personal experience that shaped my mission. When my grandfather passed away, my grandmother was left to live on Social Security alone. Witnessing the financial challenges she faced firsthand inspired me to pursue a career in finance, beginning as a stockbroker for a well-known Wall Street firm. However, I quickly realized that the industry’s approach often prioritized sales over meaningful, personalized financial planning. I knew I wanted to help families achieve financial security in a way that truly served their best interests.

This commitment led me to establish my own independent firm, where I could offer objective guidance tailored to each client’s unique needs. Over the years, I’ve worked with individuals, couples, and families from all walks of life, helping them build confidence and long-term financial security.

Every day, I strive to enhance the experience we provide to our clients. With a team that shares my values and vision, I’m confident that WealthPlan Partner will continue to grow and make a lasting impact in our community.

Learn More About Me

If you had a million dollars to spend, what would be the first three things you’d buy?

A horse ranch, a sports car, and a super long vacation with my family.

What’s the most likely place people could find you on a Saturday night?

Either out enjoying live music or snuggled by the fire watching a movie.

Would you rather live on the beach or near the mountains?

Beach in the summer, mountains in the winter—the best of both worlds!

If a genie granted you three wishes, what would they be?

A lightning-fast metabolism, an impeccable memory, and lifelong good health.

If you could give your 18-year-old self one piece of advice, what would it be?

Trust yourself. It's all going to work out because you're resilient.

Zoe Martin

Operations Intern

Zoe is a meticulous and detail-oriented. She brings a sharp eye for precision and a proactive approach to every task. Currently pursuing her studies at the Eller School of Management at the University of Arizona, she has earned a spot on the Dean’s List, reflecting her dedication and excellence.

What sets Zoe apart is her ability to learn quickly and execute flawlessly—she takes notes, absorbs information, and gets it right the first time. As my daughter, she’s truly a chip off the old block, embracing the same commitment to excellence and attention to detail that drives our firm. Her efficiency and work ethic make her an invaluable part of the team, ensuring seamless operations behind the scenes.

Zoe is a non-registered assistant with Osaic Wealth, Inc.

Learn More About Me

If you had a million dollars to spend, what would be the first three things you’d buy?

Around the world trip, farm with a lot of animals, and a cozy beach house

What’s the most likely place people could find you on a Saturday night?

Hanging out with friends

Would you rather live on the beach or near the mountains?

Beach

If a genie granted you three wishes, what would they be?

Financial freedom for life, ability to teleport, and perfect health for me & my loved ones

If you could give your 18-year-old self one piece of advice, what would it be?

I would tell my younger self that everything is going to workout and to stay determined

Ava Martin

Marketing Manager

Ava brings a creative flair and a passion for connection. While currently pursuing her BSN at Cal State Channel Islands, she seamlessly blends her artistic talents with strategic marketing to help shape and share our brand’s message.

As my daughter, Ava embodies the work ethic and values I’ve instilled as the foundation of our family and WealthPlan Partner. Hiring my daughters isn’t just about keeping it in the family—it’s about demonstrating the legacy of hard work, dedication, and purpose that I hope to pass down for generations to come. Ava is not affiliated with Osaic Wealth, Inc.

Learn More about Me

If you had a million dollars to spend, what would be the first three things you’d buy?

Start a business, buy a new car, and travel the world!

What’s the most likely place people could find you on a Saturday night?

I would either be in my bed studying or visiting home in San Diego.

Would you rather live on the beach or near the mountains?

Always the beach!

If a genie granted you three wishes, what would they be?

Cure Alzheimer's disease, end homelessness, and have endless money!

If you could give your 18-year-old self one piece of advice, what would it be?

Chase your dreams because they will become reality!

Dennis Brewster, MBA

Branch Manager

Dennis is an invaluable partner—bringing over 40 years of industry experience, a calm and steady presence, and deep market insight. His guidance helps me stay focused on what matters most: serving our clients with clarity and confidence. From ensuring we operate with integrity to offering thoughtful perspective during market volatility, he supports both our team and our clients with professionalism and wisdom.

Learn More About Me

After growing up in New Hampshire and going to college in Boston and Denver, I decided I wanted to live in a warmer climate. I moved to San Diego shortly after graduate school. Not long after arriving in San Diego, I started working in the securities industry in early 1983. Since then, I've held positions as a financial advisor, investment advisor representative, and branch manager before starting our office in 2000. Prior to starting our office, I also started and managed two other offices for 17 years. In addition to my own clients, I am the branch manager and compliance officer for the team.

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