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Maria S

CFP®, Series 65

Albuquerque, NM

Core Planning

Maria Stalter is a CFP® with 10 years of experience in financial advising, currently with Core Planning in Albuquerque, NM. Her background includes roles at Boldin Advisors, H&R Block, Blue Marlin Advisors, and Prosperity Source Advisors. In addition to advising, she owns Your Money Media, LLC, where she writes freelance financial content for U.S. News & World Report and TheStreet.com. Core Planning provides fee-only financial planning and wealth management primarily for individual and high-net-worth clients, offering services ranging from one-time engagements to ongoing portfolio management. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Retirement income strategy
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