Marta Amaton is a Registered Representative and Investment Advisor Representative with United Planners Financial Services. In 2009, Marta moved her office to Napa and joined Jacobson Wealth Management, bringing her own unique knowledge and experience to the company. She is securities licensed with series 7 and 65, along with her Insurance license. In addition, Marta completed the Certificate for Math Investment Consultant in 2018. Her services include Investment Planning, Risk Management, Retirement Planning, and Insurance and beneficiary reviews. Marta specializes in identifying and addressing any planning gaps for pre- and post-retirees.
Marta currently sits on the Board of Directors of Napa Valley Support Services (NVSS) and Napa Valley Share the Care. She is a past Board Member for NAIFA North Bay, Secretary for the National Association of Hispanic Real Estate Professionals (NAHREP), and Past Ambassador of the Fairfield-Suisun Chamber of Commerce. She also attends the Napa Alliance on Aging, as time permits, which enables her to stay abreast of local issues seniors are faced with on a daily basis.
In her spare time, Marta enjoys reading, traveling and playing racquetball.