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Analisa Martin

In by Mission Wealth

Analisa Martin, Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

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“I’m passionate about learning and growing in this field, which enables me to support clients’ financial journeys and contribute to informed decision-making. I’m proud to be part of a team that consistently delivers high-quality advice, and I’m dedicated to gaining knowledge that enhances the planning process and adds meaningful value to both our advisors and clients.”

As a Wealth Advisor Associate at Mission Wealth, Analisa Martin supports her team in delivering comprehensive financial planning services to clients in the Scottsdale area. She is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through her attention to detail and strong analytical skills, Analisa helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.

“I’m passionate about learning and growing in this field, which enables me to support clients’ financial journeys and contribute to informed decision-making. I’m proud to be part of a team that consistently delivers high-quality advice, and I’m dedicated to gaining knowledge that enhances the planning process and adds meaningful value to both our advisors and clients.”

As a Wealth Advisor Associate at Mission Wealth, Analisa Martin supports her team in delivering comprehensive financial planning services to clients in the Scottsdale area. She is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through her attention to detail and strong analytical skills, Analisa helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.

Learn About Analisa Martin

Professional Background

Analisa holds a Bachelor’s degree in Financial Planning from Arizona State University and has completed the education requirement to pursue the CERTIFIED FINANCIAL PLANNER™ certification. While at ASU, she served as President of the Financial Planning Student Association (FPSA), where she collaborated with the CFP Board and the Financial Planning Association of Arizona (FPAAZ) to strengthen connections between students and financial professionals. She was also one of four ASU students invited to attend the Charles Schwab IMPACT® conference, a unique opportunity that expanded her perspective on the industry and reinforced her passion for helping individuals build secure financial futures.

Personal Pursuits

Analisa enjoys spending time with her family and friends, especially her younger brother. She loves cooking and baking, finding it both creative and rewarding. She also enjoys traveling for fun and even finds the airport experience exciting, it’s all part of the adventure. These personal interests reflect her thoughtful, well-rounded approach to life and work.

Community Impact

Analisa is passionate about giving back and has volunteered with organizations such as United Food Bank, Feed My Starving Children, and Packages From Home. One of her most meaningful experiences was helping prepare meals at Feed My Starving Children, directly supporting children facing food insecurity. She also participated in an event with Packages From Home around Veterans Day, assembling care packages for U.S. veterans and active-duty service members. These experiences have reinforced her belief in the importance of community service and the lasting impact small acts of kindness can have.

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.

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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