Marietta Hall, CFP®
Marietta, who goes by Ed, joined the team in 2016. As a Senior Advisor she brought decades of investment management and financial planning experience as an owner of her own investment management firm started in 1992 until she brought her talents to AWMI. Her passion is wholistic wealth management and she enjoys working with clients who understand that they are the experts on themselves, and they want an advisor who build on their expertise. Her clients feel empowered and more knowledgeable leaving an appointment than when they came in.
Ed is a lifelong Alaskan, she and her husband were born and raised here and are proud to be living and raising their two boys in the state they were born. In the community she serves on the Board of Directors at Credit Union 1 and, as a former collegiate rower, brought rowing to Alaska helping to found teams in Anchorage, Cooper Landing, Moose Pass, Seward, Soldotna, Cordova, Fairbanks, and the Matsu Valley. As a rower she competes all over the world and she also leads the APCM team in the popular annual rowing fundraiser “The Dave”.
Washington State University, BA Finance
University of Alaska, Anchorage
CERTIFIED FINANCIAL PLANNER™, College for Financial Planning
Series 65 License
We are excited to announce that APCM Wealth Management for Individuals (AWMI) has a new website coming, and when it launches, clients will see our new client-centered video page. We want to empower our clients to learn and be engaged with their investments and planning, and we know we must meet them where they are. […]
…and now for the good news with an August 31st 2020 deadline. If you are or will be age 72 or older in 2020, or reached age 70 1/2 prior to the passage of the SECURE Act, or have inherited an IRA, you are probably aware that the requirement to take distributions has been waived […]
It’s January so it’s time to talk budget. This isn’t about keeping a detailed daily ledger, it’s about knowing what part of your spending is core and what part is discretionary. As financial planners, we partner with you to set a reasonable budget in retirement. Do you plan to retire on 60% to 80% of […]