A Must Read Before You Set-up A Self-Directed IRA

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Ana Maria Martinetti-Katz, CFP®, CPA, MBA
Coral Gables, Florida Financial Planner

Ana Maria Martinetti-Katz MBA, CFP®, CPA, serves as the firm's Director of Financial Planning. She is a Certified Public Accountant in the state of Florida and has a wide range of wealth management experience. She has been working with wealthy clients since 1998 when she began her career in the Estate and Trust Division of a prestigious local public accounting firm. Ana Maria is responsible for, among other things, the vision and delivery of financial planning services to the firm’s clientele. She brings years of experience in public accounting to help our clients implement tax efficient investment and retirement planning strategies.