Broker Check
Marianne Ehlers

Marianne Ehlers

Financial Planner

What does financial success look like to you?

Not having to worry about income and having the freedom to travel and spend time with family.

What is your favorite part about your role?

Helping my clients prioritize their goals and achieve financial success.

When you were a child, what did you want to be when you grew up?

I wanted to be a veterinarian.

Where is your favorite place to travel?

Sayulita, Mexico- I’m always welcomed with smiling faces, warm beaches, and pleasant waters to go sailing and surfing.

What are you happiest doing when you’re not working?

I’m happiest going for a bike ride along the ocean in San Clemente, my hometown.

Bio

"I’m committed to thoroughly understanding your situation and customizing a comprehensive financial plan to achieve your goals”.

Marianne Ehlers is an Investment Advisor Representative with Lincoln Financial Advisors. She enjoys helping individuals and business owners with a holistic approach with the goal of achieving financial independence. She keeps up to date with the latest trends and development in the financial industry by attending seminars and workshops regularly.

Marianne has over 10 years in the financial industry helping clients grow, protect, and distribute their wealth. Marianne believes that financial planning is not only about numbers, but also about people. She enjoys building long-term relationships with her clients and understanding their unique needs and goals. She provides them with comprehensive and personalized advice on topics such as budgeting, cash flow, retirement, tax planning strategies, insurance, and estate planning strategies.

Marianne attended Arizona State University and has a B.S. degree in Health Administration. Marianne is a member of Million Dollar Round Table (MDRT)* and International Exit Planning Association (IEPA). She is also a Business Intelligent Institute Partner which is a Lincoln Financial Advisors initiative focusing on business succession strategies. Marianne is an Orange County native, and lives in San Clemente with her son Carter. Her favorite activities outside of her career are golfing, traveling out of the country, and most recently learning to sail. She is currently pursuing her ASA 101 and 103 sailing certifications.  


*The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®.  Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards.  Marianne applied for membership and paid a fee to be a member.