Mira Ma, financial advisor Walnut Creek CA
96 score

Mira Ma

CRD Number: 3091668
Current Firm: Aspire Planning Associates, Inc.

Mira Ma (CRD# 3091668) is an Investment Advisor Representative working at Aspire Planning Associates, Inc. in Walnut Creek, CA and has over 18 years of experience in the finance industry. Mira Ma has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aspire Planning Associates, Inc. Walnut Creek, CA Dec 2015 - Current < 1
Lpl Financial Corporation San Mateo, CA Sep 2009 - Dec 2015 6
Associated Securities Corp. San Mateo, CA Dec 2008 - Sep 2009 < 1
Strategic Wealth Advisors Group San Mateo, CA Sep 2008 - Dec 2008 < 1
Fsc Securities Corporation San Mateo, CA Apr 2008 - Dec 2008 < 1
Protected Investors San Francisco, CA Aug 1999 - Mar 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Mira M. Ma
Phone Number: 925-938-2023
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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