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Marty McNamara co-founded marrick wealth, a boutique wealth management firm based in Irvine, in 2012. He is responsible for establishing and managing client relationships. His career has focused on investments and financial planning with an emphasis on income and estate tax planning. He has served as an advisor to wealthy families since 2003, working for two boutique wealth management firms (2005-11), and two international companies, Deloitte (2003-04) and Northern Trust (2011-12). He has advised families with net worth ranging from $2 million to $100 million.
McNamara holds a bachelor’s degree in accounting and finance from the University of Dayton, and is credentialed as both a Certified Public Accountant (CPA) and Certified Financial Planner (CFP). He is a member of the AICPA, CalCPA, and the National Association of Personal Financial Advisors (NAPFA). Originally from Cleveland, Ohio, McNamara moved to Orange County in 2007. He enjoys spending time with his wife, Michelle, and their two sons, as well as traveling, surfing, and running. His favorite sports teams are the Cleveland Browns, Indians and Cavs and the Dayton Flyers; his favorite television is college football; his favorite books are The Edge, and How to Win Friends and Influence People; and his favorite foods are pizza, smoothies, and mint chip ice cream.