Comprehensive Wealth Management - Including, estate, retirement income, tax & investment planning. Additionally, using Risk Management to help our clients achieve a state of financial security.
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Maranantha Financial was founded in 2016 with one goal: to provide the highest level of financial planning for you and your family. We work closely with you to determine your short-term needs, your long-term goals, and find a plan that lines up with where you want to be. Our ACTIVE management and PASSIVE asset management strategy have a proven track record of success. Maranantha Financial is a fee only, Registered Investment Advisory firm providing comprehensive wealth management including financial planning, investment management, tax planning, estate planning, cash flow management, risk management, education planning and retirement planning. Contact us today for more information about your premier financial planner in Ventura, CA!
You are invited... ...to Design Your Future -- Your Way. Merle R. DiVita, CFP®, CIMA® With over 35 years experience, Merle R. DiVita, CFP®,CIMA®, is committed to helping her clients sustain and improve their long term financial success. Her custom designs are strategically aligned for flexibility with your goals to help conserve and manage your wealth. Personalized service is structured to compliment a client's specific lifestyle needs. To schedule a complimentary initial consultation, please call 805-643-7600 or click Contact Us.
