Marta Nystrom, CSA, CRFA

(505) 473-9572
brilliantfinancialsolutions@yahoo.com

Marta Nystrom is a financial educator, independent life and health insurance broker and independent investor advisor rep. Marta takes a holistic approach to working with her retired and soon-to-be-retired clients, delving into their values, goals, tax situation, estate plan and overall financial picture, especially with a view towards making sure her clients don’t run out of money before the end of their lives.

Marta’s approach to financial planning is similar to her approach to strategic planning, which she did for a number of years for real estate boards around the state of New Mexico before entering the financial services arena.

Formerly affiliated as a broker with Dain Rauscher, she gravitated to the investment advisory services field, which she felt was more compatible with her goal of always seeking to act in the client’s best interest. Her clients vary from business owners, attorneys, engineers, and scientists, to homemakers, teachers, real estate professionals and others. What they have in common as her clients is a desire to work with a professional who is accessible, ethical, caring, and professional and who seeks to empower them through knowledge and regular communication while at the same time managing their portfolios with the highest degree of fiduciary responsibility.

Marta is a Certified Senior Advisor (CSA), who graduated Phi Beta Kappa, cum Laude, from the University of Colorado in 1976. She has been a resident of New Mexico since 1990, where she has served as a volunteer for numerous non-profit organizations. When not helping clients make more money or protect their assets, her hobby is kicking “bootie” as a second degree black belt in the martial art of tae kwon do.

Marta may be contacted at her office by calling 473-9572.