Martin Wealth Management, Inc.
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Associates

Patricia L. Martin

    • Administrative Manager

    Patricia L. Martin

      • Administrative Manager

      Contact

      • Send a Message
      • 650.289.0980
      Valerie Goodwin

      Valerie Goodwin

        • Client Associate
        Valerie Goodwin

        Valerie Goodwin

          • Client Associate

          Contact

          • Send a Message
          • 650-289-0980
          Laura Martin Miri

          Laura Martin Miri

          • CFP
          • CIMA
          • Managing Director
          • PIM Portfolio Manager
          Laura Martin Miri

          Laura Martin Miri

          • CFP
          • CIMA
          • Managing Director
          • PIM Portfolio Manager
          Laura earned two Bachelor's degrees from the University of California at Berkeley and a Master's degree from Columbia University.  She is a Certified Financial Planner™ professional with a Certified Investment Management Analyst (CIMA®) certification from the Wharton School of Business.

          Before joining Martin Wealth Management, Inc. as a Financial Advisor in 2006, Laura worked as an associate at UBS Financial Services, Inc.  Her securities registrations include the Series 3, Series 7, Series 66, Series 9/10 and Series 24.  She also holds CA Insurance License: #0E90699, Resident state CA.

          In 2022, Laura was recognized by Forbes as one of the Top Women Wealth Advisors Best-in-State.* She also appeared in this directory for 2020 and 2021.

          In her spare time, Laura enjoys skiing, volunteering, and spending time with her family.


          *Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

          Contact

          • Send a Message
          • 650.289.0980

          Education

          • University of California at Berkeley
          • Columbia University
          Martin Wealth Management, Inc.
          • 1145 Merrill Street
            Menlo Park, CA 94025
          • 650.289.0980
            Send a Message
          • Home
          • About Us
            • Affiliated Offices
            • CFP Certification: the Standard of Excellence
            • Our Associates
            • Our Process
            • Our Services
            • Our Calendar
            • About Us
            • Online Services Login
          • Resources
            • Articles
            • Calculators
            • Newsletters
            • Glossary
            • Videos
          • Request Information
          • Contact Us

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