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Ana Martin

In by Mission Wealth

Ana Martin, Wealth Management Intern

Ana Martin

Wealth Advisor Associate Intern

Scottsdale 

(480) 400-8330

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“I am passionate about learning to guide clients through their financial journeys and helping them make informed decisions to secure their futures. I am dedicated to gaining as much knowledge as possible to support our advisors and add meaningful value to my team.”

Ana Martin is a Wealth Advisor Associate Intern at Mission Wealth. In this role, she collaborates closely with her advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.

This internship provides Ana with valuable insights and a deeper understanding of how Mission Wealth’s team operates to meet clients’ financial goals.

“I am passionate about learning to guide clients through their financial journeys and helping them make informed decisions to secure their futures. I am dedicated to gaining as much knowledge as possible to support our advisors and add meaningful value to my team.”

Ana Martin is a Wealth Advisor Associate Intern at Mission Wealth. In this role, she collaborates closely with her advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.

This internship provides Ana with valuable insights and a deeper understanding of how Mission Wealth’s team operates to meet clients’ financial goals.

Learn About Ana Martin

Professional Background

Ana is an Arizona State University senior majoring in Financial Planning and serving as the President of the Financial Planning Student Association (FPSA). In this role, she has actively collaborated with the CFP Board and the Financial Planning Association (FPA) of Greater Phoenix, connecting students with CERTIFIED FINANCIAL PLANNERS® and industry professionals to build a solid financial planning community.

Recently, Ana was selected as one of only four ASU students invited to the exclusive Charles Schwab Impact conference, highlighting her commitment to the field. Following her graduation in 2025, Ana plans to sit for the CFP® exam to deepen her expertise and continue her journey in helping clients confidently navigate their financial future.

Personal Pursuits

Ana enjoys spending time with her friends and family, especially her little brother. She also loves cooking and traveling to explore hidden gems and new places.

Community Impact

Ana has a deep passion for giving back and loves volunteering with organizations like United Food Bank, Feed My Starving Children, and other school-based initiatives. Volunteering at Feed My Starving Children has been one of her most fulfilling experiences, where she’s been able to help directly provide meals to children in need. Around Veterans Day, she also had the opportunity to support Packages From Home, participating in an event that made a meaningful impact on U.S. veterans worldwide. For Ana, volunteering is a way to make a positive difference, and she truly believes that service strengthens communities and nurtures kindness and character.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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