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Partners.

Look for 3 things in a person. Intelligence, energy, and integrity. If they don't have the last one, don't even bother with the first two.

Warren Buffett

Angela M. Martin, CRPC®, BFA™

Founder & Personal wealth manager

Angela, the visionary at WealthPlan Partners, masterfully combines her wealth consulting prowess with a profound commitment to demystifying financial planning. She believes that a thorough grasp of one’s financial situation is key to creating tailored, impactful strategies that resonate with individual aspirations and family goals.

Her knack for distilling complex financial concepts into clear, empowering discussions sets her apart. Angela boosts clients' confidence with her approach, marked by educational depth and patience, equipping them to embark on their financial paths with knowledge and assurance.

Angela also leads the innovative intersection of wellness and wealth management. Her initiative, WealthPlan Wellness, is a testament to her holistic view of success, marrying financial health with physical well-being to foster a life of fulfillment.

Nationally recognized for her transparent, behavior-focused financial guidance, Angela contributes significantly to the Think2Perform Advisor Council for BFA™ designees, advocating for a financial wellness approach grounded in behavioral science.

Based in San Diego with her husband Marc, of thirty years, and two daughters, Ava and Zoe,  Angela’s commitment to balance, health, and continuous learning mirrors the all-encompassing support she provides her clients. Her journey is one of shared growth and collective success, underscoring her belief in the unity of health, wealth, and well-being.    

Tristen Gardner

Client service associate

Tristen Gardner brings a dynamic blend of service industry experience and a business degree from Cal State Channel Islands to the WealthPlan Partner team. His expertise, developed through years at Starbucks, equips him with a unique perspective on client engagement and a commitment to service excellence. This foundation enables him to understand the nuances of customer needs and expectations deeply, ensuring that our clients' financial journeys are navigated with precision, empathy, and a personalized touch. Tristen's role is pivotal in enhancing the quality and effectiveness of our advisory support, making him a valuable asset to our clients and their experience with us.


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