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 Oakwood Wealth Partners. 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 reduction strategies, insurance, and estate planning strategies.
Marianne attended Arizona State University and received a B.S. degree in Health Administration. Marianne is a member of Million Dollar Round Table (MDRT)*, and a Business Intelligent Institute Partner which is an Osaic Wealth initiative focusing on business succession strategies. She is also a member of the Exit Planning Institute’s Orange County chapter.
Marianne is a Certified Exit Planning Advisor (CEPA®), a professional designation that provides expertise in helping exit planning for privately held business owners. This program utilizes a proprietary planning process that is applicable to any financial analyst advising business owners.
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.