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MIRA MA, CFP®, RFC®

VICE PRESIDENT, Chief Compliance Officer,
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Throughout her professional life, Mira has found her biggest gratification in helping people increase their options and improve their quality of life. She first tasted the satisfaction while working in real estate and helping families buy their first (or second or third) home. However, she wanted to have a deeper, most lasting effect, and so she made the transition to financial planning. Today she enjoys helping clients increase their options in multiple areas of their lives—not just enabling them to buy homes, but also to save for their retirement, pay for their children’s education, and everything else they aspire to.

Since making the transition to financial planning in 1999, Mira has gained a broad experience that she now puts to use daily at Aspire Planning Associates. She initially spent 10 years working behind the scenes for an independent broker-dealer, where she handled all aspects of operations and compliance. And before co-founding Aspire Planning Associates, she opened Marim Financial Management, where she advised her clients on financial and real estate transactions. Today she draws on that experience as Vice President and Chief Compliance Officer at Aspire Planning Associates. But it is still the experience of helping her clients achieve their dreams that provides the most satisfaction for Mira. She truly loves the opportunity to build long-term relationships that her career provides.

Mira lives in San Mateo with her husband and two children. She is passionate about advancing the financial planning profession and is actively involved in the Financial Planning Association’s Silicon Valley Chapter. In her free time, you might find her at an indoor rock climbing venue or spending time in Italy with the family.

 

Education and Certifications

CERTIFIED FINANCIAL PLANNER™ Professional, Certified Financial Planner Board of Standards Inc.

Registered Financial Consultant, Independent Association of Registered Financial Consultants

B.S., Finance, San Jose State University

 

Memberships and Community Involvement

Volunteer Income Tax Assistance (VITA) Program

Financial Planning Association (FPA), Silicon Valley Chapter

  • Chairman (2017)
  • President (2016)
  • Director of Career Development (2014–15)