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Partner.

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 leads WealthPlan Partner’s strategic vision. She was instrumental in creating our proprietary, dynamic Smart Money™ method and guides our financial planning to craft solutions that empower our client’s most important goals. With Angela’s many years of wealth consulting experience, her focus is on financial planning, tax and investment management for deserving individuals and their families. It is her firm conviction that having a panoramic view of a client’s entire financial picture must be in place before effective financial advice can be given. This perspective is the foundation on which the WealthPlan Partner's proprietary process, the Smart Money™ method, is built.

Over the years, Angela has become a relentless advocate for offering her clients a comprehensive, transparent approach to financial planning that incorporates behavior science tools. She has been instrumental in developing best practices for Behavior Financial Advisors throughout the country as part of Think2Perform Advisor Council for BFA™ designees. Angela lives in San Diego with her husband, Marc, and their two daughters, Ava and Zoe. She is a lifelong learner who enjoys traveling, volunteering, and spending time on the pickleball court. 

    

 

Ava Martin

social media coordinator

Ava  loves  helping people and staying organized.  Attending Cal State Channel Islands as a pre-nursing student, she knows the value of hard work and has the benefit of working with Angela (her mom) since she was 12.  Ava received the Union Tribune Youth Leadership Award in 2012 and has been an active Girl Scout, earning her Gold Award for her work with senior citizens. When she's not working towards her goals,  she enjoys creating art, going to the beach, and spending time with friends and family.


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