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, insurance license along with a completion of Investment Management Theory & Practice. She focuses on identifying and addressing any planning gaps for pre-and post-retirees and beneficiary reviews. Her services include Investment & Retirement Planning, Risk Management, and Insurance.
She has served in her community as a Past Board Director for Napa Valley Support Services (NVSS), Napa Valley Share the Care, NAIFA North Bay and a Past Secretary for the National Association of Hispanic Real Estate Professionals (NAHREP), a Past Ambassador of the Fairfield-Suisun Chamber of Commerce. She currently teaches a community educational retirement class at Napa Valley College and a volunteer with Napa Valley End to Walk Alzheimer’s Association Committee.
In her spare time, Marta enjoys reading, traveling and fitness (Racquetball).