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.

Where is your favorite place to travel?

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


“My goal is to help individuals and families achieve financial stability and protect their standard of living by going through a strategic analysis and offering them custom solutions”

Marianne Ehlers is an Investment Advisor Representative with Lincoln Financial Advisors. She works with individuals, families, and businesses to help them maintain their standard of living, even in the case of a financial hardship, which can be result of disability or death in the family.

Marianne Ehlers joined Oakwood Wealth Partners in 2020. Marianne has years of experience in the insurance industry, helping clients understand their risks and protect their families.

Marianne attended Arizona State University and has a B.S. degree in Health Administration. Marianne is an Orange County native, and she lives in San Clemente with her son Carter, who attends Saddleback College. Marianne loves to play golf, go mountain biking and practice yoga in her free time. She and her boyfriend Jim also enjoy traveling to Mexico and going surfing and sailing.