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Marta Bukmeier, Financial Advisor

FINANCIAL ADVISOR
Marta Bukmeier

CFP®, CEA®
420 4th St Ne, Unit A, Po Box 97, Salmon Arm, BC V1E 4N2opens in a new window
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Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Sustainable Investing

About Marta

I believe a financial strategy is about more than just numbers; it’s about helping people live their best lives.

With over 20 years of experience in the financial services industry and as a CFP® designation holder, I have the skills and knowledge to help clients navigate the complex world of personal finance.

I'm passionate about empowering clients to achieve their dreams, whether it's exploring the world, supporting their children's education, or enjoying a comfortable retirement. I understand that every financial journey is unique. I genuinely enjoy understanding my clients' values and goals to create personalized strategies that give them the...

Work History

  • Edward JonesMarch 2021 to Current

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Office Information

Phone

(250) 833-1034

Fax

(855) 535-0513

Office Address

420 4th St Ne, Unit A
Po Box 97
Salmon Arm, BC V1E 4N2opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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