Marty McNamara

John Doe

John Doe

Designer

  • Info TitleDescription

    Marty McNamara, CPA/PFS, CFP®

    Marty co-founded marrick wealth in 2012. He is responsible for establishing and managing client relationships. Marty has served as an advisor to wealthy families since 2003, working for two boutique wealth management firms, and two international companies, Deloitte and Northern Trust. 

    Originally from Cleveland, Ohio, Marty moved to Orange County in 2007. He enjoys spending time with his wife, Michelle, and their two sons, as well as traveling, surfing, and running.

    Education
    • Bachelor of Science, Accounting & Finance, University of Dayton

    Credentials
    • Certified Public Accountant (CPA)
    • Personal Financial Specialist (PFS)
    • CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)

    Memberships
    • American Institute of CPAs (AICPA)
    • California Society of CPAs (CalCPA)
    • National Association of Personal Financial Advisors (NAPFA)

    Favorites
    • Sports Teams: Cleveland Browns, Indians and Cavs, Dayton Flyers
    • TV: College Football
    • Books: The Edge, How to Win Friends and Influence People
    • Foods: Pizza, Smoothies, Mint Chip Ice Cream