Meet Marla
Marla K. Ringling, CPA, CFP®, MT, CLTC, CCPS – Co-Founder of Wealth Management Strategies LLC, Marla is an innovative CPA /CFP® with a strong accounting and tax background who brings over 20 years of experience as a valued business consultant to a wide variety of businesses. She has hands-on experience as a financial and business consultant to individuals and various business entities.
Marla’s expertise has covered financial statement preparation and analysis, estate and pension planning, living trusts, charitable gifting, sales and management, retirement planning, college planning and taxation.
Marla is a national tax speaker/presenter for Surgent-McCoy, CPE, LLC and co-authored Hard-Hitting Tax Savings Tips for Corporations.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC, to residents of Arizona (AZ), California (CA), Colorado (CO), Idaho (ID), Michigan (MI), Montana (MT), Utah (UT), Washington (WA).
Fee-based investment advisory services from this representative(s) available only to residents of Arizona (AZ), California (CA), Colorado (CO), Idaho (ID), Michigan (MI), Montana (MT), Utah (UT), Washington (WA).
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Wealth Management Strategies LLC are not affiliated.
