Meet Ira B. MarshallRegistered Investment Advisor (RIA)

Ira Marshall and wife WandaIRA B. MARSHALL, Registered Investment Advisor (RIA) and executive director of his own firm, 20 years ago realized the need to combine the essentials of foundation goal mapping with the process of financial and estate planning so that individuals, families, business owners and executives alike could realize permanent financial success.

Ira's experiences and travels throughout America and abroad have provided him with invaluable insight and understanding about the human dynamics and the inter-relationships between survival, ambition, success and achievement.

Ira's dedicated purpose is to inspire and motivate his clients to participate in the implementation of their financial and life planning through his consultations, workshops and seminars.

He earned his Bachelor of Philosophy Degree majoring in Political Science/International Relations from Northwestern University in Evanston, Illinois. He then went on to receive his legal education by studying law at the University of Melbourne Law School in Parkville, Victoria, Australia.

Ira has received numerous academic and professional honors and has been a provider of continuing professional education as well as a motivational speaker and seminar leader.

Today, Ira offers comprehensive financial planning to a diverse and affluent clientele assisting them in defining their goals, establishing a plan of action and achieving the highest level of success.

Ira and his wife Wanda make their home in Morgan Hill, California; together they enjoy swimming, travel and performing together in musical theater.


Ira Marshall is Just a Phone Call Away!

Call 408-779-4049 / 800-875-5272 / Click Here to Email

Curriculum Vitae for Ira B. Marshall

Ira Marshall Curriculum Vitae

Mission Statement

It is my intention and desire to motivate and inspire my clients to take an active and informed role in the implementation of their own financial, estate and insurance planning.  My goal mapping approach, plus comprehensive analysis allows for a new architecture for thinking, planning and achieving giving clients  tools and techniques to better realize their financial goals and experience “life-planning with a heart.”