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Marjan S

Series 65

Novato, CA

Marin Wealth Advisors LLC

Marjan Soleimanieh is a financial advisor at Marin Wealth Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Gosho Financial Group for three years. Outside of advisory work, she is involved with Westfab Manufacturing, a sheet-metal manufacturing business where she spends part of her time on operations. Marin Wealth Advisors provides investment management and financial planning services to a range of clients, including individuals, families, trusts, and organizations. The firm employs a strategic asset allocation framework combined with individual security selection and offers regular account reviews and performance reporting.

Retirement income strategy Equity compensation tax strategy Concentrated stock management Business exit / sale strategy
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