Marcela Ahumada

Marcela Ahumada plays a crucial role in our firm, providing essential organizational, technical, and financial planning support. Her contributions are instrumental in helping our team deliver comprehensive financial planning, wealth management, and retirement plan consulting services to our clients.

Marcela’s responsibilities include collecting and organizing your financial information, maintaining detailed financial records within our planning software, and supporting advisors throughout the financial planning process to ensure a seamless and personalized client experience. With a strong background in financial education, coaching, and business development, Marcela brings a client-centered approach rooted in clarity, empowerment, and execution.

As a Certified Financial Coach Master Trainer (FCMT) and entrepreneur, Marcela has extensive experience helping individuals, families, and small business owners create actionable financial strategies—particularly around budgeting, debt management, and long-term planning. Her attention to detail, commitment to client service, and ability to translate complex financial concepts into clear next steps help ensure a high level of client satisfaction and continuity between clients and advisors.

Here are some ways Marcela can assist you:

• Investment Meeting Preparation: Marcela assists you in preparing for your investment and financial plan meetings with your Wealth Planner, helping ensure your information is organized and your questions are addressed.

• Retirement Planning: She supports the preparation of personal and employer retirement plan reports and monitoring tools that inform your retirement strategy.

• Insurance and Long-Term Care: Marcela can help obtain insurance and long-term care illustrations to support informed planning decisions.

• Software Proficiency: She can assist you with logging into and navigating RightCapital and Investor360, our financial planning and account management platforms.

• Online Access: Marcela guides clients on accessing investment accounts and important documents online, making it easy to stay informed and engaged.

In addition, Marcela is bilingual in English and Spanish, allowing her to support a diverse client base with clear communication and cultural understanding.

Beyond her professional role, Marcela is deeply passionate about financial literacy and believes everyone deserves the tools to build a secure future. She lives with her husband and their three children—her most important role—and their two dogs. Outside of work, Marcela enjoys camping and spending time outdoors, finding peace and balance in nature—an approach that mirrors the thoughtful, long-term planning philosophy she brings to every client relationship at Master Plan Investment Group.