Marta Cappa has been a financial advisor since 1993 and with certifications of CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST®. Both credentials are based on listening, planning, strategy and implementation.
Marta’s clients are high-achieving people whose lives are filled with their careers, families, hobbies, community and faith and often want help finding ways to balance competing financial demands. With these complexities in mind, she maintains organization and discipline so clients can feel more relaxed and confident about their financial lives.
Clients often reach out to Marta to discuss major life transitions . . . such as marriage, the birth of a child/grandchild, college planning, retirement, and windfall or inherited assets. Sometimes transitions can be the result of loss: death or divorce. Using a structured process, called eMoney®, Marta helps clients navigate the financial aspects of their lives.
In order to deliver more thoughtful advice and a higher level of expertise, she works in collaboration with her colleagues here at Cedar Creek Wealth Management, as well as with internal partners within Wells Fargo Advisors Financial Network.
Marta and her husband Jim make their home on Lake Tapps. They have two adult sons who work in the tech industry. The family enjoys cruising the lake, hiking, traveling and time with family and friends.
Marta's credentials and education include:
- Senior Vice President – Investments
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Divorce Financial Analyst® (CDFA)
- Insurance licenses (life, long-term care, fixed and variable annuity)
- Securities registrations (Series 7, 65)
- Bachelor of Science in Business Management
- Financial Advisors since 1993
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
