Marisa Otto, Financial Advisor located in Morgan Hill, CA

Financial Advisor
Marisa Otto

CFP®
275 Tennant Avenue Suite 205, Morgan Hill, CA 95037opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Retirement Savings Strategies
  • Not-for-profit Organizations

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Volunteering
  • Traveling
  • Pickleball
  • Cooking
  • Cycling

Team Members

  • Geraldine Hall
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(408) 778-4400

Fax

(877) 222-8361

Office Address

275 Tennant Avenue Suite 205
Morgan Hill, CA 95037opens in a new window

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